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INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
Financial PlanningSince 1962, Raymond James advisors have been creating personalized financial plans. Our founder Bob James was a pioneer of financial planning, bucking Wall Street’s product-first mentality in favor of a belief that financial professionals could do more than sell stocks – they could help build brighter futures. For more than 50 years, Bob’s ideas and ideals have helped Raymond James grow steadily, even through economic downturns, to become one of the most stable independent financial services firms in the country. And every Raymond James advisor draws on our strength and exercises complete freedom to make the decisions, select the products and build the relationships that are right for clients like you.
Retirement PlanningA Raymond James advisor can help you create and stress test a retirement strategy designed to provide you with ample, steady income.
Asset ManagementRaymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has nearly 6,400 financial advisors serving in excess of 2.6 million client accounts in more than 2,600 locations throughout the United States, Canada and overseas. Total client assets are approximately $502 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at www.raymondjames.com.
College FundingAs you envision your future, you have a lot of questions to answer and goals to plan for, from retirement and college planning to financing a new home or giving to charity. A Raymond James advisor can help you build a plan that accounts for all of that – and that plan can start taking shape right now.
Wealth ManagementRaymond James Financial Inc.’s (RJF) fiscal second-quarter profit rose 45% as the regional broker saw improved results at its private-client and capital markets groups and reduced its loan-loss provisions. The investment banking and wealth-management firm continued to see its performance improve, growing revenue and setting aside less to cover bad loans. Its private-client group, which oversees most of the company’s wealth advisory and brokerage business, has helped drive the strength. "This quarter’s record net revenue, assets under administration and assets under management demonstrate the underlying strength of the firm through this economic recovery," Chief Executive Paul Reilly said.
Investment ManagementOur specialized traders and sales teams in the US and London provide clients with the products, expertise, strategies and trading strength to meet their distinct portfolio and strategic objectives. We also offer valuable services like extensive research offerings, eFolio® – our unique online portfolio management system – portfolio accounting and asset/liability services. And our trading capabilities cover municipals to mortgage-backed, governments to corporate bonds and more.
Mutual FundsNo Investment Advice or Offers. Nothing in the Website constitutes investment advice, including Raymond James filings with the Securities and Exchange Commission, or recommendations as to the suitability of any specific product or security. All Content is provided for Your convenience and information only, and no such Content shall constitute an offer to sell or a solicitation of an offer to buy any security. Prior to the execution of any transaction by You involving information You received from this Website, You should consult your financial, business, tax and accounting advisors and your attorney, with respect to the price, suitability, value, risk or other aspects of any stock, mutual fund, security or other investment. Pricing and other information generated through the use of data or services made available herein may not reflect actual prices or values that would be available in the market at the time provided or at the time that the user may want to purchase or sell a particular security or other instrument. The Content provided on this Website are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or clearing organization or where Raymond James is not authorized to provide such information or services.
Charitable GivingRaymond James Cares is a firm-wide community involvement initiative that encourages advisors and associates to make a difference in the communities in which they live and work. While the firm supports community service efforts and charitable giving throughout the year, August serves as Raymond James Cares Month to inspire a collective effort and impact.
Tax ServicesWe want to ensure that your tax preparation goes as smoothly as possible. To assist you, listed below is the Raymond James Tax Year 2014 schedule for mailing tax documents. Raymond James will mail tax year 2014 Forms 1099-R and 5498 on or before February 2 and the Composite Statement of 1099 Forms that are considered complete on or before February 17 in accordance with the IRS mailing deadlines. You will also find links for some services that can help make your filing easier.
Income TaxWe provide resources to developers of low-income tax credit housing and also help underwrite investments in these communities through our fund offerings under Section 42 of the IRS code. Our success in this highly specialized market is founded on our stringent underwriting standards, industry expertise, and the presence and extensive resources of Raymond James. Raymond James Tax Credit Funds has the ability, expertise and flexibility to identify, assess and select outstanding opportunities.
Disclaimer: YP recommends that you always check with the business for pricing and availability of products and services. Although YP believes this information to be correct when posted, it is always subject to change by the business, so YP cannot guarantee the current accuracy of any product, service, inventory or pricing information shown here. YP’s display of a products or services list for a business does not imply any affiliation with, endorsement of or sponsorship between YP and either the listed business or any of the products or services included on such list.
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