Expertise for the big picture and finer details

News   and Events

Our office lobby is open and operating as usual during normal business hours. We are conducting meetings on a regular basis and for those that prefer, we are happy to do so via Zoom conference calls on the computer or over the phone.

We are happy to announce that we are resuming select in-person client events. Please see below for upcoming events. We hope you can make it.

Annual Client Appreciation BBQ – Thursday, August 12th

Thanks to everyone that made it out to our event. We hope you had a good time! Join us for the annual client appreciation barbecue event on Thursday, August 12th from 5 – 7 pm at the Sublimity Park (Church Park). This year we are mixing things up a bit and will have a few local food trucks there for you to choose from. There will also be live music, face painting (for children of all ages) and animal balloons. The park also has a play area for kids and door prizes will be awarded all evening. This is just one way for us to thank you for your business and the trust you place in us. Please RSVP to our office. We hope to see you there!

Raymond James is not affiliated Federated Hermes and JPMorgan Asset Management.

Gardening Event at Wavra’s Nursery – Tuesday, May 4th

Thanks to everyone that made it out to our event. We hope you had a good time! We are excited to be hosting our annual gardening event at Wavra’s Nursery located at 7882 Jordan St SE in Salem. The event will take place on Tuesday, May 4th from 6:15 pm – 7:45 pm. It will look a little different this year due to Covid restrictions. There is no early entry as we have to hold this as a private event, so doors will open up at 6:15 after regular customers have left. There will be a door prize and discounts on all purchases thanks to our sponsors at Principal Funds. Please call our office to RSVP. As always, the event is open to clients and friends so feel free to bring a guest. We hope to see you there!

Raymond James is not affiliated with Principal Funds.


2021 Client Events

  • May 4th – Wavra’s Nursery Event – Sponsored by Principal Funds
  • August 12th – Annual Client Appreciation BBQ – Sponsored by Federated Hermes and JPMorgan Asset Management

2020 Client Events

  • March 3rd– Lunch Workshop at Trexler Farm
  • October 29th– Election and the Markets Zoom Presentation – Steve Chiavarone
  • December 12th– Santa Claus Visit – Drive By at Lulay Financial

2021 Holidays

The New York Stock Exchange holidays for 2021:

  • January 1st– New Year's Day
  • January 18th– Martin Luther King, Jr. Day
  • February 15th– Presidents' Day
  • April 2nd– Good Friday
  • May 31th– Memorial Day
  • July 5th– Independence Day
  • September 6th– Labor Day
  • November 25th– Thanksgiving Day
  • December 24th– Christmas Day

Our office will be closed in observance of these holidays.