Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

  • Asset Allocation
    Asset allocation versus diversification - what's the difference?
  • Asset Management
    Discover the benefits of professional asset management.
  • Estate Planning
    Trust services for the preservation of assets and the fulfillment of wishes.
  • Mutual Funds
    Your purchasing power at work.
  • Retirement Planning
    In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • Stocks
    How do stocks fit into my financial plan?
  • College Planning
    What will it take to deliver the dream?
  • Bonds
    Are bonds right for you?
  • Insurance and Annuities
    Preparing for the unexpected may start with quality insurance alternatives.
  • Stock Options
    Strengthen your portfolio without stretching your finances.
  • Freedom Account
    Managed accounts with the flexibility to meet your investment goals.
  • Tax Planning
    Prepare for taxes all year round with this handy reference guide.
Financial Advisor Image
Phil Taylor Branch Manager Financial Advisor
131 South Third Street
SmithfieldNC 27577
Phone: 919-934-9860
Fax: 919-989-6779
Toll-Free: 800-681-9860
4937 NC Hwy 58 N
WilsonNC 27896
Phone: 252-243-7537
Fax: 252-243-7527
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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