CoastalStates Wealth Management of Raymond James - Similar companies

Your relationship with a Raymond James advisor begins with a meaningful conversation – about you. Your goals, your wants, you ... r needs, your concerns, your family, your passion, your vision for the future. It’s about working together to understand the strategies and services that will give you the optimal chance to fulfill your objectives – to live the life you want. Just like you, your plan is unique. It will be customized to help you reach major milestones – the ones you know are coming, and perhaps a few you haven’t considered yet. With comprehensive, institutional-quality resources, your advisor can provide a wide array of wealth management services, from investment strategies backed by award-winning research to estate planning vehicles that ensure your wishes are carried out exactly as you intend. In implementing the plan, your advisor will work in collaboration with other professionals, such as attorneys and accountants, to assure your financial plan is holistic – all aspects working together. Through Investor Access, you will have online access to up-to-date account information, all while your accounts and information are protected by cybersecurity technology that goes well beyond the industry standard. 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