Mission Statement

Our vision is to design, build and implement plans to help our clients succeed in the pursuit of their financial and life goals. We strive to build strong client-focused relationships with all our clients. This means we first seek to understand our clients, their goals and their dreams. Our strategies are then tailored to help them reach their financial and life goals so they can be as successful as possible. We are very personalized in our approach – we feel we are small enough to care yet large enough to provide all the ingredients necessary to help our clients through the support of our relationship with Raymond James Financial Services.


 

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
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3021 Bethel Road
Suite 100
Columbus, OH 43220
Phone: 614-824-3080
Fax: 614-824-3082
Toll-Free: 877-369-4046
Contact Us

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

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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