Our Approach
The hallmark of our practice is we listen. We take to heart what our clients tell us. Most importantly, we want to know what are our clients’ expectations from their financial advisor as well as their expectations for their financial future.
Combining over 36 years of experience with new perspectives and utilizing the many resources at Raymond James, B & B Financial Partners offers our clients a full range of investment ideas and financial planning services.
We encourage our clients to engage with us in a collaborative manner working to fully develop their financial plan. We pride ourselves on attention to detail and the highest level of customer service.
Our approach to investing is not wedded to any one particular methodology. We believe in investing for the long term and encourage our clients to think that way At B & B, we recognize that the economy and the markets are constantly changing. We also recognize that our client’s lives and goals may change. We ask our clients this simple but hard to answer question: where do you want be in 3 years, 5 years and 10 years? The answers they provide help us to understand their life goals and formulate a personalized financial plan.
