"We view each client relationship from a long-term perspective. The initial interview and portfolio design, while important, are a small part of a much bigger picture. The real value we bring to clients is the constant monitoring of accounts and the ability to offer insight and advice regarding all aspects of their financial affairs through the various stages of their lives."
Our business is people and their well-being. Our objective is to effectively, efficiently and distinctively provide financial services what ever their life planning needs. We commit our energies, intellect, and knowledge to attain our clients' goals. We dedicate each day to put our clients' well-being and life planning needs first.
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