GUIDANCE FOR EVERY STAGE AND PHASE
Since 1995, we have helped generations of clients – both individuals and families – identify their short- and long-term financial goals and develop plans that align with their vision for the future. From estate, charitable giving and trusts to education, retirement and longevity planning, our offerings reflect the distinct needs of the clients we serve. We also include coordination with other professional advisors such as CPAs and attorneys to help ensure our services are in harmony with all aspects of your life.Services:
- Education Planning
- Estate, Charitable Giving and Trusts
- Financial Planning
- Longevity Planning
- Retirement Planning
- Risk Management
- Investment Strategies
- Portfolio Management
Call or Visit Us Today!
We welcome you to visit our office or schedule a no-obligation consultation to learn more about our team and services or to ask questions about your specific situation.
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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marion County Bank and Main Street Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.