Raymond James Financial Services
Raymond James
A full-service financial firm where progress is driven by connection, delivering extensive wealth management, banking and capital markets capabilities to help clients, institutions and communities reach their goals. Led by Planning Calculator, you should understand that the advisory fee charged in the Ambassador investment account is in addition to the management fees and operating expenses charged by open-end, closed-end and exchange-traded funds. To the extent that you intend to hold fund shares for an extended period of time, these internal fund expenses should be added to the advisory fee when evaluating the costs of an Ambassador account. Additionally, certain mutual fund families impose short-term trading charges (typically 1% to 2% of the original amount invested) that are generally NOT waived for fee-based accounts. Their motto: "Raymond James" Services include working with a raymond james advisor, investment solutions, financial retirement planning, estate, charitable giving trust services, banking lending services, insurance solutions. Professional credentials include Insured, MBA. Located at 13843 W Meeker Blvd Ste 101. Reach them at 6232090853. Visit their website for more details on services and portfolio.
How We Scored Raymond James Financial Services
- Google Rating
- N/A/5 → 0/25 pts
- Review Volume
- 0 reviews → 0/15 pts
- Credentials
- Insured, MBA → 0/20 pts
- Press Recognition
- 0 mentions → 0/15 pts
- Web Presence
- 7/10 pts
- Experience
- N/A → 0/10 pts
- Profile Completeness
- 10/5 pts
Key facts
- Managing Partner
- Planning Calculator
- Team size
- 7
- Based in
- SUN CITY WEST, AZ
- Address
- 13843 W Meeker Blvd Ste 101
- Website
- http://www.raymondjames.com/
- Phone
- 6232090853
- support@intralinks.com
- Certifications
- Insured
- MBA
Awards and recognition
- — 2022
Frequently asked questions
- What is Raymond James Financial Services's ranking among CPAs in SUN CITY WEST?
- Raymond James Financial Services is ranked #1 in SUN CITY WEST with a Guide Score of 17/100. This score is based on Google reviews, professional credentials, press recognition, web presence, and experience.
- What services does Raymond James Financial Services offer?
- Raymond James Financial Services's specific services are not yet catalogued in our directory. Review the firm's website at http://www.raymondjames.com/ or contact the firm directly for their current service offerings.
- What credentials does Raymond James Financial Services hold?
- Raymond James Financial Services holds the following credentials: Insured, MBA. These are verified against public professional registries.
- Where is Raymond James Financial Services located and what areas do they serve?
- Raymond James Financial Services is based in SUN CITY WEST, AZ. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact Raymond James Financial Services?
- To engage Raymond James Financial Services: Visit http://www.raymondjames.com/ to review their services, or call 6232090853, or email support@intralinks.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.