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825 Gum Branch Road
Suite 108
Jacksonville, NC 28540
Phone: 910-346-0911
Fax: 910-346-8112
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Mission Statement

Helping Clients Create Wealth Using Income and Tax Planning Strategies

Our mission statement is what we practice here at Raymond James Financial Services in Jacksonville, North Carolina. Whether we are working with individuals, families or small businesses, our clients always come first. We are a family-run business, which helps clients maintain and improve their standard of living by providing the investment products and services that they need, the personal service that they deserve, and the unbiased advice that is morally and professionally required.

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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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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