Raymond James Financial Services offers comprehensive financial planning and investment services for individuals and businesses alike.
Our goal is to create strong relationships with our clients and service them in a way that they truly value what we do for them; exceed client expectations to the point they would never consider going anywhere else and would enthusiatically tell their friends, family and co-workers about us!
Services for individuals include but are not limited to life, health and disability insurance strategies, retirement planning (both accumulation and spend-down techniques), Traditional and Roth IRAs, annuities, tax-advantaged investment strategies, social security, long-term care, Medicaid planning, estate planning, and stock and bond recommendations.
Business services include employee benefits such as group short-term and long-term disability coverage, group life insurance, 401k, SIMPLE IRA, SEP IRA, deferred compensation plans, profit sharing plans and employee seminars covering various financial topics. We also help business owners with Buy/Sell agreements and business transition strategies.
If you're looking for an ethical, honest advisor who truly has his clients' best interests in mind (instead of selling you the latest "hot" investment), you've found your guy! I always offer free consultations to allow people to get to know me and be comfortable with me before they make the important decision of choosing their advisor. So stop delaying! Get your financial house in order today!