Raymond James Financial Services, Inc.

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Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,000 financial advisors serving 1.8 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $183 billion, of which approximately $28 billion are managed by the firm‘s asset management subsidiaries.
Services:
Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.
- Asset Allocation - Asset allocation versus diversification - what's the difference?
- Asset Management - Discover the benefits of professional asset management.
- Estate Planning - Peace of mind takes planning.
- Financial Planning - Your financial future is important. Don't trust it to just anyone.
- Mutual Funds - Your purchasing power at work.
- Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
- Stocks - How do stocks fit into my financial plan?
- College Planning - What will it take to deliver the dream?
- Bonds - Are bonds right for you?
As your needs and goals change, we'll work together to make sure your investments meet your objectives. To meet these goals, Raymond James offers a comprehensive range of investments and services including:
- Stocks,
- Bonds,
- Mutual funds,
- Insurance/annuities,
- Certificates of deposit,
- Money market accounts,
- Retirement plans (401(k)/profit sharing),
- IRAs (traditional and Roth),
- Estate/retirement planning and
- Education planning/college savings plans.
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