Raymond James Financial Services
3929 Airport Blvd. BLDG 3 STE 102
Mobile, AL 36609
Text the word: rjfs To: 72727
- retirement planning
- estate planning
- brokerage services
- financial planning
- college planning
- college planning
- asset management
- mutual funds
- stocks and bonds
Hours of Operation24 hours a day, 7 days a week
It’s rare to find a team like ours. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth.
We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.
We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones.
We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.
We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.
As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
My approach to financial planning is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.
Your Rights as a Client:
A Trustworthy and Competent Financial Advisor
Timely Transactions at the Best Available Prices
Full Disclosure of Costs and Risks
Comprehensive Statements and Trade Confirmations
Prompt Error and Complaint Resolution