Liberty Wealth Management of Raymond James - Similar companies

ABOUT US Liberty Wealth Management is a full-service wealth management team located in Duluth, Minnesota. Our parent firm, Ra ... ymond James and Associates, Inc., is a U.S-based company located in St. Petersburg, Florida. PLANNING We provide comprehensive goal-based retirement financial planning. We also provide planning for other areas of your life — education, estate, disability, charitable gifting, life insurance, long term care, and retirement plan rollovers. INVESTMENTS Our expertise is creating and managing investment portfolios. We recommend a wide range of investment strategies that can use individual equities, taxable and tax-exempt bonds, annuities, mutual funds, ETF’s, an array of exclusive money managers, and our own custom model portfolios. read more