Home
Our Clients
Services
- Services
- Services
About Us
Videos
Resources
Contact
Digital Advice
Client Access
- Access ID Password
  Remember Me
  
  Forgot your password?
  
  Enroll Need Help? Contact Us / FAQ Privacy / Security Client Resources

320 Water St Fl 4 Augusta, ME 04330-4644
T 207.621.2626 F 207.621.2727
Map and Directions Map and Directions

Insightful resources
for the informed investor

FILTERS

Date

2024
January February March April May June July August September October November
2023
January February March April May June July August September October November December
2022
January February March April May June July August September October November December
2021
February May June July August September October November December
2020
October
2019
January February March May July
2018
July October November
Category

Business Ownership Economy & Policy Estate & Giving Family & Lifestyle Markets & Investing Retirement & Longevity Tax Planning Technology & Innovation
Topic

Business Owners Charitable Economy Education Fixed Income Goal Planning Housing Investment Strategy Longevity Planning Retirement Planning Women
Media

Article Audio Calculator Checklist Commentary Document Infographic Newsletter Video Webinar

We didn’t find any resources for that keyword search. Please try again with different search terms.

Load More...

Connect With Us

Facebook Twitter YouTube Instagram Email

Raymond James Financial Services, Inc.:
320 Water St Fl 4 // Augusta, ME 04330-4644
T 207.621.2626
F 207.621.2727
Maps and Directions Maps and Directions

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.

The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an 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. Please see https://www.forbes.com/lists/wealth-management-teams-best-instate/ for more info. .

2024 AdvisorHub 100 Women Advisors to Watch, is based on the period from 12/31/2022 - 12/31/2023 and was released on 6/20/2024. 1,816 nominations were received, and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3QGMWj9.

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.. The Mendall Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use