Our first meeting is designed to help us learn about you, your family and your expectations. We’ll have a conversation about your financial goals, concerns, risk tolerance, and any previous financial experiences or relationships. We’ll review your current financial situation and investment portfolio. To help us prepare, we’ve provided the following documents for you to review and complete:
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Meeks Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. 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 our 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.
313 S. Main Street, Suite 100
Kannapolis, NC 28081
Phone: 704.932.2811
Fax: 704.932.2840
