An experienced team, united behind your financial well-being
Helping you find the professional you need
In over 30 years in practice as a financial advisor, I have interacted with many professionals. If you require the aid of a specialist in another field, do feel free to ask me for a referral. I will recommend only those in whom I have confidence and trust. Some of the professions that I often direct clients to are:
- CPA/Tax Preparer
- Estate Attorney
- Divorce Attorney
- Real Estate Attorney
- Business Attorney
- Payroll Processor
- Mortgage Broker
- Real Estate Agent
- Property & Casualty Insurance Agent
- Health & Disability Insurance Agent
- Chiropractor
- Trades People (Plumbers, Electricians, General Contractors, etc.)
- Home Security Systems
- Web Page Designer
- Web Marketing Specialist
Raymond James is not affiliated with the above organizations and/or charitable causes.
