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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck