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Mission StatementOur team endeavors to present clients and prospects with long-term financial planning and investment advice through quality relationships and personalized planning.
Our clients are individuals who desire quality long-term relationships with their financial professionals. We focus on complete financial planning based on the clients' short- and long-term goals and dreams.
Our team is dedicated to putting you first.
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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Steven Acuff Resident Branch Manager Senior Vice President, Investments Chairman's Council Member
26750 US Highway 19 North Suite 100 Clearwater, FL 33761 Phone: 727-796-5555 Fax: 727-791-3944 Toll-Free: 800-237-3588 Contact Us
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