Our goal is to assist clients in establishing and then maintaining their financial independence. All of our services are based on the belief that planning will have the greatest impact on the success of our clients. To accomplish this, we develop a financial plan tailored to our client's unique set of circumstances. We then ensure the plan is implemented, monitored and adjusted when change is warranted.
Furthermore, we are dedicated to "earning your business" for life. To fulfill our commitment, we will insure all advice is founded on the success of your overall goals and provided with the highest level of integrity. This will be accompanied by an ongoing level of service and dedication that is among the best you can expect from anyone in the Financial Service industry.
Finally, we are committed to improving the world around us. We will remain active in civic organizations that strive to improve our local and global communities.
Your Rights as a Client:
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
Click here to read the Raymond James Client Bill of Rights