Core Client Services

  • Written financial and investment plan - updated at least annually.
  • Monthly comprehensive Raymond James & Associates Brokerage Statement.
  • 24/7 online access to your account. Simply click the Investor Access button located at the top right corner of our website for more information.
  • We strive for a 24 hour response on all client inquiries.
  • Regularly scheduled account reviews - annually, semi-annually or quarterly.
  • Conference calls with Eric or our corporate office as needed.
  • Proactive communication when decisions need to be made on investments we follow.
  • Attorney and CPA referrals for estate and tax planning.
  • If directed by you, we will consult with your CPA to discuss tax preparation issues or questions. (While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of Raymond James & Associates we are not qualified to render advice on tax or legal matters.
  • The resources and expertise of a full-service, national financial services firm.
  • Invitation to attend our complimentary client appreciation seminars and events held throughout each year.