Personalized planning for your financial goals

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Nurturing wealth so you can live a longer, better life.
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Unique solutions for business owners and entrepreneurs.
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Helping you and your family prepare for the coming years in retirement.
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Helping you manage your financial success
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A pragmatic approach to wealth management
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Joseph J. Shemenski, CFP, WMS, AIF

Joseph J.

Shemenski, CFP®, WMS, AIF® Senior Vice President, Investments
Michael Assunto

Matthew E.

Assunto, AAMS® Financial Advisor
Susan Pollock

Susan M. Pollock

Registered Client Service Associate
Lia Demuth

Lia B.

Demuth Senior Client Service Associate
Always here for you

 

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.

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