Investor Access

Full brokerage services are available through Raymond James Financial Services, Inc. (RJFS), a wholly owned subsidiary of Raymond James Financial, Inc. We are pleased to have the support of RJFS and the Raymond James Financial home office, where specialists in virtually all areas of brokerage, investment banking, a trust company and a bank have collected their talents through one parent holding company. We direct that support to the benefit of our clients, adhering to the RJFS Service First Principles established in the RJFS Client Bill of Rights.

The supports available to our office are not restricted to RJFS/Raymond James. We also work in fee-for-service relationships advising on matters such as business structures, federal taxation planning, estate planning, and consultative advice for tax and investment services.

The contacts established in securities, insurance, law, and accounting have provided invaluable assistance and ongoing education.

These contacts are deemed essential in delivering the quality of assistance afforded to the individual and small business by our office.

---

Additional Services

• Asset Allocation
  Asset allocation versus diversification - what's the difference?
• 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?
• College Planning
  What will it take to deliver the dream?
• Bonds
  Are bonds right for you?
• Mortgage Center
  Innovative residential financing options for our investor clients.
• 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.

Contact Us