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

Map & Directions

Services

Financial Planning

  • Money management
  • Fee based accounts
  • Stocks
  • New issues (IPOs and SPOs)
  • Bonds
  • Margin accounts
  • Mutual funds
  • Annuities
  • Income annuities
  • Asset allocation
  • College planning
  • Portfolio reviews
  • Estate planning
  • Trust services
  • Insurance
  • Estate conservation
  • Retirement planning
  • 401k rollover specialist
  • IRA rollovers
  • Roth IRA
  • Supplemental retirement plans
  • Risk management
  • Term life insurance
  • Whole life
  • Universal life
  • Variable life
  • Survivorship policies
  • Disability income insurance
  • Long term care insurance
  • Small business solutions
  • 401K plans
  • SEP plans
  • Profit sharing plans
  • 412i plans
  • Pension plans
  • IRAs
  • SIMPLE plans
  • Deferred compensation plans
  • Executive bonus plans
  • Split dollar plans
  • Buy / sell funding
  • Key person protection
  • Disability buyout
  • Business continuation funding

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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