FOR INDIVIDUALS
Investment Management
Goal-focused financial strategies
We understand that financial goals are a key component of living out a powerful story. They are an integral part of your daily life and the legacy that follows. Staying current in today’s complex marketplace takes time, research, and agility to respond to changing conditions.
Life is dynamic. Circumstances and goals change.
Raymond James Financial Services provides our partner advisors with a comprehensive platform to deliver a variety of custom features and benefits. With this partnership, these advisors provide tailored pathways, sophisticated investment alternatives and advanced asset allocation techniques to help meet your needs and lifestyle.
Whether you are early in your career, investing for your future retirement, or navigating current needs, a financial advisor can help answer the important questions and ensure you have the resources you need.
SERVICES WE OFFER
- Asset Management
- Retirement Planning
- Wealth Protection
- Saving for College
- Charitable Gifting
- Income Strategies
- Tax-Loss Harvesting
- Legacy Planning
- Trust Management
- Investment Analysis
- Investment Planning
our process
What you can expect.
Managing finances the way you want. Learn more about our discovery process, and how we determine the best strategy for our clients.
UNDERSTAND
First, we take the time to understand your goals, and what financial independence means to you.
DESIGN
Once we understand, we design a unique plan to reach the goals you outlined in our discovery process.
IMPLEMENT
It’s time to make your money work for you. With both goals and a plan in place, we implement our strategy.
MANAGE
After the initial implementation, we work with you to update your financial plan and provide new recommendations as changes occur.
Who is Raymond James?
Raymond James has always been a different kind of financial services firm – one that embraces long-term planning, values methodical decision-making and remains focused on what matters most: YOU.
Since our founding in 1962, Raymond James has focused on financial planning to help individuals reach their goals. We believe that when it comes to your money, there is no substitute for a carefully considered, disciplined investment approach that addresses your unique financial picture. That’s why our first priority is to establish an open and trusting rapport in an effort to discover what you need – and want – your money to do for you and your family. From there, we develop a tailored financial plan designed to help you get where you want to go. In short, our specialty is providing financial service that begins and ends with you.
**Services offered by Keating & Associates and are not endorsed or affiliated with Raymond James Financial Services.
About Raymond James
Raymond James is a publicly traded, global company with distinct business units that serve a variety of clients. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. And, more than 55 years after our founding, we remain true to our core tenets of conservatism, independence, integrity and client-first service – laying the groundwork for financial strength and stability.
For more information, please visit www.raymondjames.com
**Services offered by Keating & Associates and are not endorsed or affiliated with Raymond James Financial Services.
Raymond James Resources
Enroll in Client Access
Follow the enroll now link and complete the sections provided to enroll.
Enrollment Resources
View a printable PDF for help with the enrollment process. You will need your brokerage account number (shown on your statement) to enroll.
Interactive Guide
Take an online tour of Client Access. Learn more about its features and benefits and how to navigate the system.
Client Support
If you have questions or are having difficulties accessing your account information, please view our FAQs Page.
Guide to Your Raymond James Statement >>
Call Raymond James Client Access support at 877-RJ-ACCESS (877-752-2237)
Hours
For technical support:
- Monday through Friday: 8 a.m. to 9 p.m. ET (excluding holidays)
- Saturday and Sunday: 8 a.m. to 5 p.m. ET (excluding holidays)
For client service, comments and suggestions:
Monday through Friday: 8 a.m. to 9 p.m. ET (excluding holidays)
