Our Resources at Your Service….
As our client, we want the service you receive from your team at Berkshire Wealth Advisors of Raymond James to be of the highest caliber. Simply refer to this form anytime you need our assistance. We want you to receive the help you need as quickly and effectively as possible.
Your Financial Advisors: Stephen G. Sykes & Tamara A. Lee
firstname.lastname@example.org, & email@example.com
As your financial advisors, we can guide you through:
- Financial and investment planning
- Asset allocation & portfolio review of investments held within and outside Raymond James
- Specific goal planning (retirement, college, wealth building, etc.)
- Information, advice, and trading on stocks, bonds, mutual funds and unit investment trusts
- Initial public offerings (IPO’s)
- Fixed and variable annuities
- Fee-based and managed money services through our Asset Management Service Division
- Bank services including checking, savings, CDs & lending through our affiliate, RJ Bank
- Estate planning and trust services through our affiliate, Raymond James Trust, N.A.
- Life, long-term care and disability insurance analysis/review
- Supporting your family, friends and colleagues with this same level of service
Investors Access via the Web
Use Investor Access to:
- View your Raymond James statement and account activity
- View prior statements
- Get quotes, news, research and economic outlook
- Check future dividends and interest due