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


  • 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.