A full range of services for all of your priorities

We offer an extensive range of services that goes beyond what you might expect from the typical financial planner, such as insurance planning and tax mitigation strategies. Fact is, you can count on us for almost any financial-related need you encounter. It’s this commitment to a comprehensive, holistic approach that allows you to be prepared for all the significant events of your life.

  • Financial Planning
  • Risk Management
  • Retirement Planning
  • Estate, Charitable Giving and Trust
  • Tax Mitigation Strategies

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

We offer a high degree of personalization that matches client investments with their goals and ability to take on risk.
Stephen J. Francis, CFP®, Financial Advisor, Branch Manager