WHY CHOOSE A FINANCIAL ADVISOR?
A comprehensive financial plan holds real power for today's investor, because planning helps determine your economic future. Raymond James and Forney Financial feel strongly that every investor deserves comprehensive, customized planning that takes into account specific needs and goals. We have organized our firm around this belief.
Financial planning is serious business that has serious impact on you, your family and your business.
Faced with a dynamic economy, global politics influencing international markets and thousands of investments from which to choose, individual investors find themselves in an environment that is cluttered and chaotic. We believe there is real value in the expertise offered by a financial advisor who is caring, professional, and ethically strong.
WE'RE ON YOUR SIDE
At Raymond James we give our clients objective information and guidance. Unlike some financial advisors at other investment firms, we're not required to sell specific products. That means we can help you select the investments that are right for you.
WE'RE WITH YOU FOR THE LONG TERM
Successful investors make decisions based on facts and careful research, not emotions. However, we know that's not always easy to do, especially in an uncertain market. As your financial advisor, we can can help you employ disciplined, long-term investment strategies, rather than reacting to short-term market swings. We can also help you set reasonable investment goals and stick to them.
WE'RE READY TO BUILD A LONG-TERM RELATIONSHIP WITH YOU
At Raymond James, we understand how important your financial future is to you. When you choose to work with us, you'll receive financial expertise, personal attention and long-term guidance that you just can't get from magazines, discount brokers and "800" numbers. We believe those are services you can't afford to be without.