2121 41st Ave Ste 206, Capitola, CA 95010
Phone: (831) 464-6420
Primary Phone: (831) 464-6420
TollFree: (800) 648-0508
Raymond James & Associates
Raymond James Financial Services
Raymond James Financial Services Inc
Raymond James Financial
Raymond James Financial Inc.
Raymond James Financial Services - Heather Stiles
Heather Stiles - Raymond James
Specialties: Estate Planning, Wills, Living Trusts, Mutual Funds, Iras, Analysts, Banking, Investment Planning, Cds, Power Of Attorney, Asset Protection, Stocks, Divorce Planning, Asset Management, Research, Consultations
Parking: On Site
Wheelchair Accessible: Yes
I called on behalf of a wealthy friend to see if they would be good to handle their money. The response I got from the female owner was insulting at best. She said that older clients require more time and she and her husband want to get compensated for their time. So they require at least a million dollars to be in their control before they will accept a client. That will assure that they get more money, I guess. She kept talking while I considered what she said to say that she wanted to make sure that we were a good fit for her company as she did not want to waste time if we did not have a million to invest with her. She could offer referrals to other....companies, said in a way that did not offer confidence that the people they referred to would be capable. By this time, her tone was condescending, at best. I told her that they were not a good fit and that it did not have to do with the million dollars but what she said and how she said it. It was all very insulting.