Financial Advisor Services
Karen Flynn CFP® Branch Manager
220 E. Central Pkwy
Suite 3040
Altamonte Springs, FL 32701
Phone: 407-478-0374
Phone: 704-875-3332
Fax: 407-875-0189
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Services

  • Asset Allocation
    Asset allocation versus diversification - what's the difference?
  • Asset Management
    Discover the benefits of professional asset management.
  • Estate Planning
    Trust services for the preservation of assets and the fulfillment of wishes.
  • Financial Planning
    Your financial future is important. Don't trust it to just anyone.
  • Mutual Funds
    Your purchasing power at work.
  • Retirement Planning
    In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • College Planning
    What will it take to deliver the dream?
  • Mortgage Center
    Innovative residential financing options for our investor clients.
  • Identity Theft
    The more you know about identity theft, the better you can protect yourself.
  • 401(k)
    What to expect from your 401(k) advisor.
  • Insurance and Annuities
    Preparing for the unexpected may start with quality insurance alternatives.
  • Investment Banking
    Serving the capital and advisory needs of today's middle-market companies.
  • Tax Planning
    Prepare for taxes all year round with this handy reference guide.
 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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