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Raymond James

Map & Directions
(1 Review)

2121 41st Ave Ste 206, Capitola, CA 95010

(831) 464-6416

56
YEARS
IN BUSINESS
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INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.

Hours

Regular Hours

Extra Phones

Phone: (831) 464-6420

Primary Phone: (831) 464-6420

TollFree: (800) 648-0508

Services/Products
  • 401(k)
  • Annuities
  • Asset Management
  • Bonds
  • Educational Planning
  • Financial Planning
  • Insurance
  • Mutual Funds
  • Retirement Planning
  • Stocks
Payment method
master card, visa
AKA

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

Categories
Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Financial Planners, Investments, Annuities & Retirement Insurance Plans, Insurance, Stock & Bond Brokers
Other Information

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

Reviews

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N H.

08/25/2017

Overall
Professionalism

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.

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