We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Investments - Retirement Planning - Wealth Management
Whether you’re planning for your retirement, just had a financial windfall or looking to change your current investment strategy, The Sachs Group of Raymond James comes well equipped to handle your challenges. With combined experience of 50+ years, we have the knowledge, the insights and the tools to help you achieve your goals. We focus on taking care of our clients first and pride ourselves with fast, thorough and efficient service.
Our clients range in age from their 20’s to 90’s, from business owner’s and doctors to professional athletes and restaurateurs. These relationships come in the form of Trusts, Corporations, 401(k)’s IRA’s and personal accounts. But one thing remains constant: Success. Our client list represents successful people and professionals in just about every walk of life. We strive to maintain that level of success with everything we do.
