A team that’s here for you – right here in Kalamazoo.

Our affiliation with Raymond James is another important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America. Founded in 1962 and a public company since 1983, Raymond James has always been a different kind of company.

Unlike competitive firms that are a bank first and foremost, most of Raymond James’ business is exactly what we do – financial planning for families and individuals. They have a long history of embracing long-term planning and methodical decision-making while staying uncompromisingly client focused.

Its unique culture of independence gives us complete freedom to offer our objective, unbiased advice without any pressure to shoehorn our clients into proprietary investment products. The firm’s 3,500 professionals in their St. Petersburg, Florida, headquarters provide the support and resources we need to best serve the needs of our clients.

Our business is people. Then. Now. Always. It’s easy to remember what counts most in hard times when it’s what counts most in good ones too. Through upticks, downturns, burst bubbles and historic bull markets, we’ve never lost sight of that fact that there’s a person behind every portfolio. Since 1962, people have been the heart of Raymond James. And in times like these, we return that strength.

At Raymond James, we have a straightforward approach to doing business. We believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of our advisors and the company. We call this our Service 1stSM philosophy. With our strong focus on clients and our commitment to supporting those who serve them, we’ve become known as the premier alternative to Wall Street, providing the products, services and support of even the largest firms, within an environment that values strong, personal relationships.

Raymond James focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices.

Sticking to our core principles of client first, conservatism, independence and integrity, Raymond James has steadily grown to become one of the largest independent financial services firms in the industry, but our core values ensure we’ll never be so big that we don’t have time for what matters most: you and your family.

The markets change, but our values will always be the same. Client first is at our core, supported by conservatism, independence and integrity.