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Mission Statement“The mission of our practice is to provide quality investment and financial planning advice to help our clients achieve their financial goals.” The complexity and speed of change in the financial markets requires careful planning to meet your investment goals. Experience and the proper tools are two important components of the planning process. Experience Both John and Brian have worked in the financial markets since 1983 and have seen many changes in the investment landscape. Markets have risen and fallen, tax rates and rules have changed, but the need to stay abreast of these conditions and changes has remained constant. Planning tools Raymond James & Associates provides John and Brian with the tools needed to analyze complex retirement and financial planning strategies and scenarios. In addition to the software analysis tools developed by their financial planning department, they work closely with the professionals in the International Headquarters of Raymond James & Associates. The Financial Planning Department at Raymond James, provides invaluable assistance with financial and retirement planning topics, and the Raymond James Trust Company, provides insight to estate planning issues. Contact John and Brian to see how this team of professionals can help with your investment and financial planning needs. |
1717 Pennsylvania Ave NW
Suite 1050
Washington, DC 20006
Phone: 202-872-5900
Fax: 866-522-9587
Toll-Free: 800-982-3035
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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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