Beacon Partners of Raymond James - Similar companies

PLANNING WITH CONFIDENCE IN A WORLD OF CHANGE Your financial goals, aspirations and investment needs are just that – yours. A ... nd your financial plan should reflect that. We’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals. THE INVESTMENT AND SERVICES YOU WANT AND NEED To help meet the financial objectives of clients, Beacon Partners of Raymond James offers a comprehensive range of investments and services, including: • ESTATE PLANNING • Equities • Exchange-Traded Funds • Mutual Funds • Fee-based accounts Financial Planning Consulting • Fixed Income •Global Market Observations • Longevity Planning We understand that you are unique. That’s why we’ll take the time to learn about your needs, dreams and aspirations for the future. Only then can we recommend an investment plan to help you achieve your individual financial goals. 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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC read more