For Professional Advisors
Many of our clients have come through referrals from other professional advisors like you. We respect and value your expertise, and welcome the opportunity to partner with you to present comprehensive and collaborative financial solutions for mutual clients.
Perhaps you have created estate plans for clients who require portfolio restructuring, or are helping others with business succession plans that could impact their tax situations. You may be assisting clients in transition from divorce or helping them phase into retirement.
Whatever the specifics, our knowledge of financial planning and investing can complement your own expertise and strengthen these overall client relationships. We would be pleased to discuss the potential of working together. Please feel free to contact us.
Making the Most of Medicare's Open Enrollment Period
A Circle of Care
Aging in Place Guide
Tailored financial protections for your most important asset
Secure a plan for your family's future
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. CORPORATE FINANCIAL PARTNERS is not a registered broker/dealer and is independent of Raymond James Financial Services.