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Steven M. Elefson First Vice President, Investments
120 East Washington St Jackson, MO 63755 Phone: 573-243-9018 Fax: 573-243-9027 Toll-Free: 800-431-7583 Contact Us
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Mission StatementMy mission is to comprehensively help my clients with their wealth management plans to seek to achieve three broad financial issues:
- wealth accumulation and preservation during their working years,
- security and independence in their retirement years, and
- reducing or eliminating estate taxes on their accumulated wealth passed on to their beneficiaries.
I believe in the hard work ethic. Nothing of quality ever comes easy. My success comes from the belief that you work with integrity and intensity in everything you do. You must be able to walk down the street knowing you have done your best.
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 |
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