Peoples Financial PlanningInvestment advisory services offered through Raymond James & Associates, Inc.

Working Together With You To Accomplish Your Goals

We are a financial consultant group that focuses on the financial well-being of individuals and small businesses. Our areas of expertise include helping our clients define and prioritize their financial goals, and then creating and implementing an investment strategy designed to achieve those goals. We are true consultants. We believe a balanced portfolio consisting of quality stocks, bonds and cash should be employed in an attempt to maximize the rate of return over a full market cycle. We emphasize the control of risk and operate within the confines of prudence and safety. Our services include estate planning, insurance and retirement analysis, and investment consulting.

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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Peoples Financial Planning
202 N. Harbor City Blvd.
Suite 200
MelbourneFL 32935
Phone: 321-253-7900
Fax: 866-522-9580
Toll-Free: 800-838-4488
Direct: 321-253-7999
Contact Us

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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