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  • 230 Birch Hill Rd Locust Valley, NY 11560-1832
  • T 516.671.4023 TF 800.625.6057 F 516.759.0583
  • Map and Directions Map and Directions

Welcome

A Personalized Approach to Managing Wealth

As Financial Advisors, we are extremely dedicated to making your financial success a reality. We focus on allocating investments that offer the most value for our clients. We manage all types of investment accounts including 401k plans, self-directed 403b plans, all IRAs, Roth IRAs, 529 College Plans, Tax deferred Annuities, Pensions, Small business plans, and all types of Trust accounts. We also provide you with the highest level of service, sound advice and effective risk management.

Risk Management


One of the most important functions we serve is helping to protect all you have worked to build.

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Retirement Planning


We understand that there should be no compromise when it comes to your financial future.

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Knowledge Center


Insightful resources for the informed investor.

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  • 516.671.4023
  • Personalized Investment Strategies Group of Raymond James
  • 230 Birch Hill Rd | Locust Valley, NY 11560-1832
  • TF: 800.625.6057  |  F: 516.759.0583
  • Maps and Directions Maps and Directions
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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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