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Mission StatementAs an independent professional advisor, I will offer you a personalized financial strategy only after fully understanding your specific needs and goals. It will be designed to account for change, in the markets as well as your circumstances, so that it can work with you and for you at every stage of your life. My approach to investing is straightforward by focusing on comprehensive investment planning to meet each client's unique goals over the long term. I'll thoroughly explain all investment strategies I recommend so you will be comfortable and confident with your individual investment program. As we work together to build the future that you desire, my mission will always be to offer professional advice, individual planning, quality investment products, sound risk management and personal, efficient service. Your Rights as a Client:
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125 S. Kalamazoo Mall
Suite 201
Kalamazoo, MI 49007
Phone: 269-349-7744
Fax: 269-385-2858
Toll-Free: 800-842-0099
Direct: 269-337-5510
Contact Us
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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 your local Raymond James office for information and availability. © 2013 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Agreement |
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