A second opinion for your plan and portfolio

It has been our experience that most high-net-worth individuals value a second opinion. It can be beneficial to have someone see if the guidance you are receiving is still aligned with your goals, time horizon and risk tolerance, and that there are no gaps in your plan.

We offer a complimentary and confidential second opinion. We can either confirm you are on track for meeting your goals or offer our analysis and recommendations, including referring you to an advisor who we believe would best fit your needs.

Second Opinion RSVP

To arrange for a complimentary and confidential consultation, complete the RSVP form or call us at 716.768.5481.

All fields marked with (*) are required.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Help others achieve their dreams and you will achieve yours.
Les Brown
Always here for you

 

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.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use