Skip to content
Raymond JamesRaymond James
  • Home
  • About Us
    • About Us
    • Gary Wayne Kleinman
    • Damien Bertucelli
    • Craig Federer
    • Jennifer Rodriguez
    • Fallon Bertucelli
    • Cory Kleinman
    • Giving Back
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Individuals & Families
    • Business Owners
    • Corporate Executives
    • Retirees
  • Working Together
    • Working Together
    • Our Process
    • Our Services
    • Other Trusted Advisors
  • Resources
    • Resources
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Tampa, FL-33T
    100 N. Tampa Street, Suite 2400 Tampa, FL 33602 T: 813.202.1125 TF: 800.237.8542 F: 866.522.9549
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Retirement Planning
  • Media
    • Article
Easy ways to add a little more joy to your day
Add a small splash of happiness to your regular routine with these suggestions.
Family & Lifestyle
Optimize your estate plan for 2022 and beyond
Five ways to refine your plan for the future.
Estate & Giving
Read
Read
Let's clear up 10 misconceptions about HSAs
When it comes to the versatile health savings account, misunderstandings abound.
Family & Lifestyle
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
envelope

Life is about perspective. See things differently.

Raymond JamesRaymond James
  • Vantage Point Advisors of Raymond James
  • 100 N. Tampa Street, Suite 2400 Tampa, FL 33602
  • T: 813.202.1125
  • TF: 800.237.8542
  • F: 866.522.9549
  • Map & Directions
  • Map & Directions

 

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.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use