Raymond James

Financial Planning Consultants, Financial Services, Investment Securities

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62 Years

in Business

(574) 753-3111Call Visit WebsiteVisit Website Map & DirectionsDirections329 S 5th StLogansport, IN 46947 Write a ReviewWrite Review

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General Info

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.Today, that client-focused approach has extended to serve client accounts through 7,800 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.

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Services/Products

Brokerage Services, Family Wealth Planning, Tax Planning, Trust Planning, Personal Trusts, Stocks Mutual Funds, Divorce Planning, Stocks, Short Term Planning, Asset Allocation, Municipal Bonds, Online Services, Executors, Cash Management, Annuities, Tax Services, Estate Planning, IRAs, Living Trusts, Beneficiaries, Fee-Based Services, College Funding, Mutual Funds, Life Insurance, Investment Planning, Banking, Long Term Planning, Personal Planning, Individual Services, Diversification, Consultations, Charitable Giving, Charitable Trusts, Wealth Management, Power of Attorney, CDs, School Principals, Consulting, Notary, Wills, educational planning, Iras Municipal Bonds, Closed End Mutual Funds, Mutual Funds, Stocks, Qualified Retirement Plans, Bonds, Municipal Bonds, 403 B, Defined Benefit, Annuities, Index Funds, CDs, CDS, Non-Qualified Retirement Plans, Growth Funds, Defined Contribution, Income Funds, IRAs, Keogh Plans, Money Markets, Government Securities, Open End Mutual Funds.

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