Carril-Sponseller Retirement Group ofof Raymond James
 
 

Services

We believe that good decisions come from effective planning.  We provide our clients a thorough, step-by-step process designed to reflect a true sense of who you are and what's important to you.  We then use our knowledge, experience, and resources to build a strategy to efficiently direct your resources to accomplish what is most important to you.

Your planning needs may include:
  • Asset Management
    Discover the benefits of professional asset management.
  • Estate Planning
    Trust services for the preservation of assets and the fulfillment of wishes.
  • Financial Planning
    Your financial future is important. Don't trust it to just anyone.
  • Mutual Funds
    Your purchasing power at work.
  • Retirement Planning
    In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • Stocks
    How do stocks fit into my financial plan?
  • Bonds
    Are bonds right for you?
  • Identity Theft
    The more you know about identity theft, the better you can protect yourself.
  • 401(k)
    What to expect from your 401(k) advisor.
  • Insurance and Annuities
    Preparing for the unexpected may start with quality insurance alternatives.
  • Freedom Account
    Managed accounts with the flexibility to meet your investment goals.
  • Tax Planning
    Prepare for taxes all year round with this handy reference guide.
  • IRA Income Planning
    Strategies for managing taxes on your IRA Distributions
  • IRA Transfer
    Beneficiary strategies, Roth Conversions and more
  • IRA Rollover Choices
    Make sure you know ALL your options first.
Financial Advisor Services
Carril-Sponseller Retirement Group of
133 S. Pebble Beach Blvd
1st Floor
Sun City Center, FL 33573
Phone: 813-634-5536
Fax: 813-634-4338
Toll-Free: 888-719-8091
Contact Us

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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