Who We Serve
Our advisors goal is to create a warm yet professional environment in which you feel both confident about your financial future and at ease on an interpersonal basis. To that extent, it is important to spend time getting to know our clients; their dreams as well as their concerns. We want our clients to feel free to ask questions, any question; again and again if needs be. It is important that our clients come away with the level of understanding they desire without feeling unduly burdened with extraneous facts and figures. Clients can feel reassured by such a personal relationship that fosters a comfortable yet informative environment.
Are you an accidental investor?Having a plan to achieve your goals, such as retirement, is the key to your strategy. Your investments are the servant to that plan. Most individuals get this backwards; they invest and then work out a plan later. It is what we call accidental investing. Learn more about our planning process. We have the privilege to serve a broad range of clients, from successful families and business owners to those nearing retirement or already in retirement. Their futures and their financial health are important to our team. Our 40 plus years of combined experience allow us to help them customize a plan that meets their specialized needs.
WHERE DO YOU FIT IN?
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JAMES FINANCIAL SERVICES, INC., member
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 your
local Raymond James office for information and availability. You should discuss any tax or legal matters with the appropriate professional.
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