Informative financial resources

Keeping our clients informed about all things financial is a priority of ours. Here you will find a collection of enlightening and educational videos from us and other trusted sources. You will also find regularly updated resources from Raymond James, including helpful videos on how to use Raymond James Client Access, where you can view your account statements, trade confirmations and shareholder communications online anytime.

We are happy to be a resource for you and answer any financially related questions you may have.
Wesley E. Smith, Operations Manager, Financial Advisor