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100 North Tampa Street Suite 2400 Tampa, FL 33602 Phone: 813-221-4444 Fax: 813-221-5576 Toll-Free: 800-237-8542 Direct: 813-202-1166 Contact Us
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WelcomeWelcome to Nichols, Geegan, King Family Wealth Advisors of Raymond James & Associates. As part of our comprehensive financial and investment planning practice, we focus our expertise on helping you handle your day-to-day financial affairs while working with you to achieve your specific objectives for the future.
We approach planning strategically, but more importantly, we approach it thoughtfully. Our process is structured and personal. It’s designed to help us really get to know who you are before we take the steps to build your unique financial plan.
Our team has been helping high net worth individuals and families realize their financial goals for more than three decades, and we welcome the opportunity to do the same for you. 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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