Our Services

OUR RELATIONSHIP WITH EVERY CLIENT begins with a in-depth evaluation of your current financial situation. We work with you to determine your overall financial objectives and then focus on your specific goals and risk tolerance. In an ever-changing economic climate, with ups and downs in the various markets, we advocate investing over the long-term, focused on your goals.

CUSTOMER SERVICE is our watchword. We keep in touch with you through regular newsletters, timely updates,quarterly reviews face-to-face in our office(upon request), and information when you want it, as accessible as a phone call. We offer easy access to your account information through the RJFS website https://wallstreet.rjf.com/   We welcome your inquiries and strive to serve your needs quickly, with careful attention to detail. Above all, we value the trust our clients place in us and assure complete confidentiality.