Multi-generational family business working with multiple generations of families to plan their financial future.
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
We are a multi-generational family business with over 6 Decades of experience. The Price Team of Raymond James provides a truly comprehensive experience while acting as a personal life concierge in navigating clients' lives to help clients and their families achieve their financial goals working toward financial independence.
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.
