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Financial Planning

Raleigh Financial PlanningA Philosophy Centered on Client Relationships

When Raymond James was founded in 1962, it did not follow the path of its peers – a transaction-oriented style of business based simply on “selling” investments. Instead, the firm’s founder, Robert A. James, stressed the importance of counseling individual clients, understanding their needs and concerns, and building customized financial plans.

Today, Raymond James financial advisors continue to embrace this philosophy, encouraging our clients to focus on long-term investing and develop diversified portfolios. Our objective was – and still is – to help people plan for life.

Remaining sensitive to the changing needs of our clients, we keep a watchful eye on today’s complex financial marketplace. And we offer a comprehensive selection of investment alternatives to help meet clients’ evolving needs. Raymond James is also a leader in providing fee-based alternatives to traditional commission transactions, with experience in fee-based planning since the late 1960s.

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Yet, with all of its innovation, Raymond James’ founding premise remains unchanged. That’s why we are dedicated to providing clients with complete financial planning services and personalized, professional assistance. Simply put, we believe our business is people and their financial well-being … and we are committed to our clients’ success.

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