Our Client Service Philosophy
We are client-centered Financial Consultants who can help you build the cornerstones of your retirement plan. We focus on each individual's specific situation; assessing risk tolerance, time horizon, and financial objectives. We strive to provide education and extraordinary service with trust and integrity.
We measure our success by the strength of our relationships and the ability to help our clients afford the retirement for which they worked so hard.
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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