“Full Service” means we make available a full array of investments including money market accounts; Federally insured Bank CDs; tax-free municipal, corporate, and government bonds; unit investment trusts, mutual funds, variable and fixed-rate annuities, stocks, customized money management, and more. We also offer a complete variety of IRAs, retirement plans, education funding plans (529’s and Coverdell Savings), estate planning techniques, and trust services. We apply our expertise and experience to advise and assist you in utilizing the investment vehicles that best meet your specific financial objectives.
We actively deliver personal service and pursue your financial goals both now and on an ongoing basis. We monitor our strategies and your investments and financial objectives and implement adjustments as needed to obtain and maintain your goals. We recommend that all of our clients review with us a minimum of every six months.
Chris Griffin and Neal Griffin work together as a team toward the obtainment of your financial goals. This allows for sharing of ideas, expertise, and experience. Our teamwork also means your accounts get more attention and we are more available to give you service as you need to call or meet with us. Chris, with a finance degree and attention to detail, focuses on client service including reviews, phone service, and client transactions. Neal, with an economics degree and attention to economic trends and financial strategies, focuses on in-depth investment research and monitoring, producing newsletters and seminars, and business development. Amanda Loflin helps implement the strategies and assist clients with advice and service. Tammy Webster, Libby Griffin, and Kaye Bryan as service assistants help make sure all of our clients are treated with excellence. As a team, we deliver ongoing timely advice and service.
Raymond James Financial Services and Chris and Neal individually bring highly qualified investment and financial expertise, experience, licenses and the tools necessary to assist you in reaching your specific goals. We host free lunch and dinner seminars on a variety of topics of interest to our clients.
You experience personal convenient service with no long phone holds or voice mail. Instead, we welcome your stopping by, emails and phone calls at any time and make ourselves as easy to communicate with as possible. You can find out more about us on our website at AdvisorsFinancialCenter.com.
