Service to address the unique financial needs of women
Financial advice isn’t just for wealthy men. It’s for anyone who wants to manage their hard-earned money wisely. And while all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.
We understand the challenges women face and how to help you get the answers you need to make decisions about your investments and your estate. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs.
To us, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions.
Our services include:
- Wealth & Investment Management
- Lending Solutions*
- Insurance & Annuities
- Legacy Planning
- Wealth Transfer
- Risk Management
*Provided by Raymond James Bank. Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs. Raymond James Financial Services, Inc. is affiliated with Raymond James Bank, National Association (N.A.). Unless otherwise specified, products purchased from or held at Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, N.A., are not guaranteed by Raymond James Bank, N.A., and are subject to investment risks, including possible loss of the principal invested.