HELPING YOU FULFILL your VISION

5890 Sawmill Road, Suite 130  |  Dublin, Ohio  43017  |  Phone: 614-824-3080  |  Fax: 614-824-3082  |  Toll-Free: 877-369-4046

 

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.

 

© 2017 Raymond James Financial Services, Inc., member FINRA / SIPC

Our Services

We know that choosing a financial advisor is challenging. That’s why we share our philosophies and processes.  After all, we know that the information you need to make a confident decision is essential to building a strong working relationship that will last for many years.

 

Once you become a client, our goal is to be your trusted advisor for all your financial decisions. As such, you will have access to our financial expertise – we are always just a phone call or e-mail away.

 

As part of our ongoing service, we are committed to providing you with in-depth periodic reviews that assess and track your progress toward the financial goals you have established. In addition, we’re always available to provide you with the information you need to make well-informed financial decisions.

 

We work closely with individuals you designate and other financial professionals, such as estate lawyers and accountants to make sure your issues, concerns, and goals are addressed in a timely and effective manner.  We also engage with mortgage brokers, retirement plan administrators and professionals in the medical, home, auto, life, disability and long term care fields to ensure your needs are addressed.

 

Finally, we realize it isn’t always easy to remain committed to your financial plans, particularly in difficult markets. But just as we will rebalance your portfolio to ensure it remains aligned with your goals, we will assist you in keeping your long-term objectives in focus.

 

Click each of our areas of service to learn more:

 

 

 

RISK MANAGEMENT

RETIREMENT

PLANNING

INVESTMENT

MANAGEMENT

TAXATION

BENEFITS

PLANNING

ESTATE

PLANNING