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Our Financial & Estate Planning “Team” Approach
As a CERTIFIED FINANCIAL PLANNERTM practitioner, I have found that certain cases require a coordinated “team” approach to insure all aspects of a client’s financial and estate planning needs are properly coordinated and continuously monitored.
As such, we will regularly encourage clients to have their current advisors (estate lawyers, accountants, insurance professionals, etc...) liaison with us to be sure we are all working together toward the client’s objectives.
If a client of ours does not have established relationships with such professionals, we will offer to bring in a member of our “team” to provide their expertise when needed.
This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states 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. Contact your local Raymond James office for information and availability.
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The Chrysler Building
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Charles L. Failla, CFP®
Principal
Phone: 888-765-8125
Fax: 212-307-3267 or 203-359-5860
E-mail: charles.failla@raymondjames.com
©2006 Raymond James Financial Services, Inc. member FINRA / SIPC
