The families and individuals we serve
Our clients have many different career paths and pursue many unique goals, but they have a lot in common, too.
They work hard and want to provide well for their families
They have a strong work ethic and live within their means. They know the value of hard work – and they appreciate ours.
They value commitment
Our clients build long-standing relationships and like having an advisory team that is as committed to their futures as they are.
They see the wisdom in taking the long view
They are not just planning for next week, next year or the next big goal, but for a lifetime.
They are a lot like you
If you see yourself in our clients, we might be the right fit for you and your financial objectives. Our clients are also a reflection of us – dedicated, goal-driven and committed to living purposeful lives.
Weekly investment strategy
05/20/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The Fed and the housing market
05/20/2022
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Weekly market guide
05/20/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
9 secrets of successful centenarians
These nine commonalities may help you live a longer, healthier and happier life.
Family & Lifestyle
Lessons learned: The value of the exit interview
How to learn from attrition and emerge stronger.
Business Ownership
Bond market commentary
05/16/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Should you invest in the family entrepreneur?
Considerations for navigating the tricky waters of the familial and the financial.
Business Ownership
Protecting your privacy from data brokers
A practical guide to reclaiming your personal information.
Technology & Innovation
- Cooper Financial Group of Raymond James: 1671 Jefferson Davis Hwy Ste 101 Fredericksburg, VA 22401-4668
- T: 540.710.6782
- F: 866.597.3451
- Map & Directions
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© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use