Joey Bocci and Jordan Fuerst

Planning Investing Advice

Planning Investing Advice

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, we’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional and more sophisticated investment alternatives.

We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Confidently manage your new assets with the guidance of our experienced team
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Sophisticated expertise in planning for today and future generations
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A pragmatic approach to wealth management
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Unique solutions for business owners and entrepreneurs.
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Nurturing wealth so you can live a longer, better life.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Joey

Joey Bocci,

CFP®, MBA, AAMS® Financial Advisor Branch Manager
Jordan

Jordan

Fuerst, AAMS® Founder, Fuerst Financial, LLC. Financial Advisor/Branch Manager, RJFS
If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie
Always here for you

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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

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