Serving you. Well.
The Keogh Financial Group of Raymond James & Associates, Inc. provides independent consulting services designed to help companies and individuals achieve their financial and retirement planning objectives. We are accustomed to working with our clients’ other professional advisors, including attorneys and CPAs. We are highly experienced and committed to quality and integrity in everything we do, and firmly believe that our own success is measured by our clients’ success.
Our value proposition is simple. We will help you choose a financial solution that is in your best financial interest and provide the ongoing assistance you need to achieve your goals. We will be a true partner – committed, accountable and there for the long haul.
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Fixed Income Services
We'll help you create a personalized financial plan and monitor your portfolio as the economy and your needs change.
Our services cover everything from picking a vendor to employee education.