“Full Service” means we make available a full array of investments including customized ongoing investment and money management; money market accounts; Federally insured Bank CDs; tax-free municipal, corporate, and government bonds; mutual funds; fixed-rate, index and structured annuities, stocks, and more. We also offer a complete variety of IRAs, retirement plans, education funding plans, estate planning techniques, and trust services. We apply our expertise and over 30 years of 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 annually or more depending on your financial situation.
Neal Griffin and Kim Aldrich, Financial Advisors work together as a team toward the obtainment of your financial goals. This allows for sharing of ideas, expertise, and experience. Our teamwork means your accounts get more attention and we are available to give you financial and investment advice and service as you need it. Neal, with over 30 years of local investment management and financial strategy experience and an economics degree and attention to economic trends and financial strategies, focuses on in-depth investment opportunities, risk management and allocation; financial and retirement income strategies; client update letters; and seminars. Kim has over 10 years of experience as a Financial Advisor and brings with her knowledge and experience from working in the field of law. Amanda Loflin, Registered Client Services Associate, helps implement the strategies and provides service to our clients. Kaye Bryan as service assistant helps 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 Neal and Kim individually bring highly qualified investment and financial expertise, experience, Series 7, Series 65, Series 63 licenses, along with their insurance licenses, and the tools necessary to assist you in reaching your specific goals. Neal holds a Certified Plan Fiduciary Advisor (CPFA) designation giving him proficiency working with retirement plans. Kim holds her Juris Doctorate or JD giving her the legal knowledge our team often needs. Amanda holds her Series 7 and Series 63 licenses as well as her Certified Trust and Financial Advisor (CTFA) designation.
You experience personal convenient service with no long phone holds or voicemail. 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