Raymond James Financial Services

Add to Favorites

Financial Planning Consultants, Financial Planners, Financial Services

Be the first to review!

CLOSED NOW

Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

Amenities:

Wheelchair accessible

(941) 798-2898Visit WebsiteMap & Directions2811 Manatee Ave WBradenton, FL 34205 Write a Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Bradenton with Financial Planning Consultants

Palmetto (3 miles)
Ellenton (7 miles)
Oneco (7 miles)
Terra Ceia (9 miles)
Cortez (10 miles)
Tallevast (11 miles)
Longboat Key (11 miles)
Bradenton Beach (12 miles)
Holmes Beach (12 miles)
Anna Maria (15 miles)

More Info

Extra Phones

Phone: (941) 795-1222

Payment method

amex, discover

AKA

Raymond James of Bradenton & Sarasota

Raymond James & Associates

Other Link

http://raymondjames.com

Categories

Financial Planning Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management

Other Information

Wheelchair Accessible: Yes

GalleryView all (1)

Gallery Image Number 1

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (941) 798-2898

Address: 2811 Manatee Ave W, Bradenton, FL 34205

Website: http://raymondjames.com

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

Raymond James Financial Services

Tax Planning
Estate Taxes
Tax Services
Tax Deductions
Charitable Planning Strategies: Create a Charitable Remainder Trust (CRT). This an irrevocable gift to a charitable trust that provides income in return. Client(s) can benefit through an income-tax deduction and the right to receive annual income, and at death any remaining assets pass to the charitable organization.
Income Tax
Capital Gains Taxes

Investment Management
Mutual Funds
Raymond James does not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2A as well as the client agreement.

Accounting Services
Payroll Services

Financial Planning
Provides financial planning and investment advisory services to small business owners, retirees and those preparing for retirement.
Retirement Planning
Long Term Care
Long-Term Care Planning: Determine the impact to the client(s) portfolio and dependents quality of life if nursing home care or assisted living is needed. If impact to portfolio is negative, Long-Term Care options will be reviewed with client(s).
Asset Management
Risk Score Selection: Selection of a score on a 0 – 100 scale that corresponds with your investment tolerance, investment experience and objectives. The risk score assists in selecting and developing your overall asset allocation and portfolio.
Charitable Remainder Trusts
Gifting Strategies
Gifting Strategies: Strategy to gift and remove assets from the client(s) gross estate and potentially reducing estate taxes that could be due upon death.
College Funding

View All Services

Provided by