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Saelzer | Atlas Wealth Management Group |
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This financial climate has tested the stability of many firms. And proven the strength of one.As Raymond James advisors, we build on the reputation of a firm that remains on solid ground. In fact, we chose to affiliate with Raymond James because the company shares our commitment to conservative growth and always putting clients' needs first - principles that have served our clients well and kept the firm strong. Drawing on that strength and more than 25 years of financial experience, we dedicate our insight to helping investors plan for stability, matching growth goals with the need for preservation. And with a partner like Raymond James, we can offer you powerful support at every step. In addition to the resources of Raymond James and the longevity of our practice, Jeff Atlas is a CERTIFIED FINANCIAL PLANNER TM professional, a certification that reflects experience, education and high ethical standards. In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of “America‘s Most Trustworthy Companies.”
Mission Statement
As financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available. We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the best options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals. Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com for more information about the study. SmartMoney does not endorse any product or service of Raymond James. The Forbes rankings for “America‘s Most Trusted Companies,” 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. |
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