Next-level strategies to match any need
Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft strategies using our experience and prudent management approach. For years we’ve offered individuals and institutions alike a high degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to help you raise the bar when it comes to your financial affairs.
Services we offer
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Sustainable Investing
Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.
News & resources
How active and passive funds work differently
Infographic: Navigating Medicare
Taking a long-term view
Oh, no, a three-handed economist
Fundamentals matter more than politics for markets
Late tech losses sink October equity market gains
Using securities-based lending to fund business growth
How corporate executives are leveraging AI
- Offerman Financial Solutions of Raymond James
- Offerman Financial Solutions of Raymond James 200 Central Ave Fl 24 Saint Petersburg, FL 33701-3566
- T 727.896.0848
- F 866.522.9277
- TF 800.624.6369
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