As you prepare for tax season, here is some information that  you may find beneficial.

Form 1099 mailing schedule:

  • January 31 - Mailing of Form 1I099-Q, retirement tax packages and Raymond James Bank year-end bank tax packets
  • February 15 - Mailing of original Form 1099s
  • February 28 - Begin mailing delayed and amended Form 1099s
  • March 15 - Final mailing of any remaining delayed original Form 1099s

"If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes."

  • Expertise

    Knowledgeably Applied

    Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

    Learn More
  • Resources

    Vital to Success

    There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

    Learn More
  • Commitment

    Worth Mentioning

    Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.

    Learn More