Giving back means giving of ourselves

We’re grateful for the continual support of our clients and neighbors who have helped us achieve success. It’s our honor and privilege to return the favor as active members of our community.

We have been proud to support local nonprofit organizations including:

  • Long Island Cares - A special thank you
  • John’s Place Family Center - A special thank you
  • Little Flower Children and Family Services of New York
  • The Guide Dog Foundation for the Blind of Smithtown
  • Good Shepherd Hospice
  • Three Village Dads Foundation
  • Stony Brook Children’s Hospital
  • Habitat for Humanity of Suffolk
  • Ronald McDonald House Charities
  • Our Daily Break Food Pantry - A special thank you

Visit our News & Events to learn more about what we’ve accomplished so far!

Are you ready? Let’s uncover the possibility of working together.

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.

Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hendel Wealth Management Group and Nazareth Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

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