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Navigating risk, wealth and public prominence

From privacy and cybersecurity to legal and reputational risks – are you prepared for what's out there?

Technology & Innovation

Future-focused communication can help your heirs flourish

Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.

Estate & Giving

Year-end tax tips for businesses

Help improve your bottom line with these tax mitigation strategies.

Business Ownership

Your experienced guides to a confident future

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The Birch Lane Group of Raymond James

341 Route 202, Suite 1A Somers, NY 10589-3244
914.600.8203
866.597.3934
866.729.8764
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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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