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Jeffrey Schrepferman, Robert Moranville and Nicholas Lanctot

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  • Jeffrey Schrepferman
    7560 Sawmill Pkwy Ste E Powell, OH 43065-9846 T: 614.326.3800 TF: 877.235.7278 F: 614.326.0211
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Nudge Theory and the power of positive patterns
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Family & Lifestyle
The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
Estate & Giving
Read
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Why choose sustainable investing?
Explore four reasons many investors look closely at ESG criteria.
Markets & Investing
Webinar replay - Ascending Into Summer
6/6/2022
Consumer spending patterns are starting to shift.
Markets & Investing
How rebalancing helps keep your portfolio on track
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing

Are you ready? Let’s uncover the possibility of working together.

Jeffrey Schrepferman, Robert Moranville and Nicholas Lanctot

Raymond JamesRaymond James
  • 7560 Sawmill Pkwy Ste E Powell, OH 43065-9846
  • 614.326.3800
  • 877.235.7278
  • 614.326.0211
  • Map & Directions
  • Map & Directions

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