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Your Team

We give you the personal service that a larger firm may not offer. We are a service-oriented firm providing meaningful relationships to clients of all sizes, from the individual to the large corporation; specializing in retirement plans. We are supported by a broad range of professionals at Raymond James, a firm with tremendous resources that augment our commitment to client service. Over the past 40 years, Raymond James has grown into a nationally recognized financial services firm dedicated to providing comprehensive investment research and excellent client service.

We firmly believe in communicating with our clients on a regular basis. Perhaps nothing is as important as keeping you informed of timely and relevant market events. To that end, you should expect to receive periodic updates, newsletters and other mailings from our office. This is just one more way to maintain a flawless standard of excellence for each of our clients. Likewise, it is important for you to keep us up-to-date as to how well you think we are doing and if there have been any changes in your goals.

Let us be your beacon to financial independence.