Financial Planning ServicesBarboursville, WV 304-736-7490

Planning For You

As an independent financial advisor, I can offer you a personalized financial strategy, not a generic investment program.  Your individual portfolio will be based on your unique situation, your attitudes, preferences, and objectives.  It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

My approach to investing is straightforward: I focus on becoming your partner in building the future you desire.  As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program.  Every decision we make will be focused on achieving the results you want as a way to reach your goals.  My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

Our mandate is to guide our clients to financial independence by helping to simplify their financial lives.

 


 

 

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

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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Todd Dudley Branch Manager Registered Investment Advisor Representative
#3 Chateau Lane
BarboursvilleWV 25504
Phone: 304-736-7490
Fax: 304-736-7492
Toll-Free: 800-261-0990
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