We believe each piece of a person’s life has a place in their financial plan. It’s what drives us to create investment and wealth management strategies designed to balance the life you live with the future you’ve always imagined.
Welcome to the Valparaiso Branch, where we put clients exactly where they belong – first.
We are financial advisors who put clients first, backed by a firm that does the same.
At the heart of every financial plan is a person, so that’s where our financial advisors put their focus. From personal finance and college tuition to retirement and legacy, they provide financial planning and investment advice driven by the things their clients have spent years investing in – their careers, their families, their futures.
At a Glance
Raymond James has delivered 134 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.
* As of 6/30/21. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
In 1962, a different kind of financial services firm was founded.
Get to know Raymond James.About Us
Meet Our Team
Could You Thrive in a Niche Retirement Community?
What If Rates Don't Move Higher?
Expectations and Uncertainty
Weekly Market Snapshot
Weekly Investment Strategy
Don’t Let Negative Headlines Dictate Your Investing Strategy
Weekly Market Guide
Where Medicare Falls Short
Your Business Deserves an “Estate Plan”
Does Your Estate Plan Account for Your Digital Assets?
Over Time, Markets Have Proved Positive and Resilient
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.