Our Advisor’s Partnership With Raymond James
We put the needs of our clients first. And we chose to align with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, comprehensive client service, and the financial planning and investment resources of a premier financial services company.
While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges.
We’re honored to build a relationship with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
Client Bill Of Rights
Your Rights As A Client
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Prompt error and complaint resolution
- Comprehensive statements and trade confirmations
- Strict confidentiality
- Clear communications