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 - Peace of mind takes planning.
- 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.
Phil Taylor
Branch Manager
Financial Advisor
131 South Third Street
Smithfield, NC 27577
Phone: 919-934-9860
Fax: 919-989-6779
Toll-Free: 800-681-9860
4937 NC Hwy 58 N
Wilson, NC 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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