Raymond James
Our group is affiliated with Raymond James & Associates, Inc., a nationwide, independent financial services company. This affiliation enables our clients to benefit from both the vast resources of an acknowledged industry leader and the personalized attention of an experienced, local team.
One of the first firms in the United States to focus on individual financial planning, Raymond James has consistently been recognized as one of the nation’s top financial firms. Forbes magazine listed Raymond James in its 2008 ranking of “America’s Most Trustworthy Companies.”2 The company has also repeatedly been ranked among the nation’s top firms for the performance of recommended stocks.3
Because Raymond James is an independent firm, our financial advisors have no obligation or incentive to sell any specific companies’ investments or insurance products. Our team members are free to offer guidance and make recommendations based solely on what is in our clients’ best interests. At the same time, we are able to draw on Raymond James’ extensive investment research and market analyses in the development of our clients’ financial plans. We feel this is the optimal context in which to build client-advisor relationships of trust and confidence.
2Raymond James was listed as the as the only investment services firm among the large-cap and mid-cap companies in the rankings. Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. Audit Integrity, Inc. is not directly or indirectly compensated for the specific views, opinions or recommendations expressed in its research report. Neither Audit Integrity nor any other party guarantees the accuracy of the list or makes any warranties regarding its usage.
3Past performance is not indicative of future results.
