Why Go It Alone?

No matter where you are in life, our team of financial experts wants to help you reach your goals. Here’s a list of the services we provide. What can we do for you?

Investment Management

  • Research and Trading
  • Technical Analysis
  • Risk Tolerance
  • Portfolio Performance

Administrative Services

  • ACH Bank Transfers
  • Online Services
  • Quarterly Newsletters
  • IRA Required Minimum Distributions

Financial Planning

  • Financial Status/Net worth
  • Cash Flow
  • Retirement Planning
  • Social Security Strategies

Tax and Estate Planning

  • Coordination with Attorney and CPA
  • Beneficiary Review
  • Charitable Giving
  • Wealth Transfer Solutions

Lending And Cash Management*

  • Checking and Credit Cards
  • Securities Lending
  • Mortgage
  • Home Equity Line of Credit

Insurance

  • Life
  • Long-Term Care
  • Medicare Supplement
  • Annuities

*Offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc., Raymond James & Associates, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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