One of the greatest things to achieve in one's life is purpose. So when it comes to investing and growing your money, being purposeful with your choices is important. We're driven by our goal of embarking on your future with your needs and wants at the helm. With decades of experience under our belts, allow us to guide you on your ultimate journey.
Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.
At Raymond James Riverdale, we’ve created a culture and atmosphere that eliminates any potential negative feelings you have about money by showing you that there’s really nothing to be afraid of. When you step foot into our office, we want you to immediately feel a sense of confidence because the minute you walk through our doors, you’re already on the fast track to living a more successful and enjoyable life.
Benefits of Working With Us
Like you, we’ve made financial mistakes too.
No one is perfect, and we don’t expect you to be either. We strive to create an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or less than you’re worth. Every one of us understands that managing your money is a huge responsibility, and we value having the opportunity to take some of the responsibility off your shoulders.
Our goal is for you to understand and apply that knowledge.
Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. Of course, we’ll be here to guide you every step of the way, but throughout our partnership, we want to provide you with the knowledge and tools you need to manage your finances on your own as much as possible so you feel empowered to take control of your financial future.
We strive to exceed your expectations every day.
While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.
Our proud partner
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 8,100 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.
We have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: You.