Our reporting process reflects both our long-term view of wealth management and our policy of full disclosure. We believe you should know as much as possible about how your investments are performing.
Our reports use an expanded time frame that allows you to see your accounts’ performance year-to-date and since an account’s inception. Clients tell us they appreciate this format because it gives them a clear view of their investment history and status, and contributes to their becoming more educated investors.
Did you know 529s are powerful estate planning tools?
Saving for K-12 Education with a 529 Plan
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.
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