Together, we make a difference.
“Giving back to the communities in which we live and work.” It’s a phrase that has been part of our mission from the beginning. It’s a commitment to putting others first – from our clients to our neighbors – that was established at our founding in 1962 and has shaped who we are today.

2/26/2025

Junior Achievement
Official month of giving
Coming Together in Times of Need
In the News
J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.
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