All of us in the Emmaus office of Raymond James take pride in the way we work with our partner clients and investors. Our excellent and personal service enables you to take control of your wealth by providing valued guidance, careful explanations, and planning for the long term. We are committed to establishing relationships based on trust – partnerships built upon the shared belief that your interests will always be placed first. We are dedicated to advancing our understanding and knowledge of finances to better serve you. We take the time to get to know you as an individual, and your unique investment goals. Visit us in our one-of-a-kind office, a former church. Our practices are guided by the ethics of our founder, Rex M. Baker, Jr., – who reminded us to treat others as we would have them treat us.
Situated one block south of the bustling downtown triangle in Emmaus, our office is conveniently located, offers free and plentiful parking, and is housed in a small brick former church. Clients and visitors are welcomed by Stacey when they come in. She offers refreshments, and invites you to make yourself comfortable. Stacey notifies your adviser of your arrival, and quickly informs you if you will have to wait a short while. If you have to wait, you may browse through a photo album of the renovation of our office. We are very proud of its conversion into a comfortable, distinctive office.
Our clients are our guests, and are given every consideration. Our goal is to make every visit a very pleasant experience. In the vestibule you will find informational booklets and brochures on Raymond James and investing. Our clients are never hurried, but are given as much time and assistance as needed to fully meet your greatest expectations. We give our clients access to our office services (fax, copier, Medalion signature guarantee, Internet access) at no charge, as a premium value-added benefit.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
