Can your investments stand another 10 years like the past 10 years?
HAVE CONFIDENCE IN WORKING WITH A LEADER THAT UNDERSTANDS YOUR NEEDS.
"A plan is the key to your success.
Your investments are the servant to that plan."
Our Wealth Management ProcessTo help you achieve financial independence, we have a Wealth Management Process. See what each of our meetings will cover and the time period to get you integrated into our processes. Download our Wealth Management Consultative Process.
Our Wealth Management Process covers four areas:
Each Wealth Management area goes through these six steps
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JAMES FINANCIAL SERVICES, INC., member
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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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