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.
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.
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.
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.
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.
Providing you with the knowledge and resources you need to be successful is what we do best. We are committed to delivering recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.
We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.
Situation | Solution |
| You need some hands-on guidance on which investment strategies are right for you. | Investment Management Accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile. |
| You’re in the middle of your career, just started a family and have assets all over the place that need some organization. | Retirement Planning Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life past your employment. |
| Now that you’re getting older, you want to review your current policies and see if others better suit your needs. | Insurance Alternatives Our access to some of the top providers in the country enables us to hand-pick the insurance solutions that offer the most value at a price that’s right for you. |
Our knowledge and insight enables us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.
Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns.
Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services.
Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.
Find your freedom. At Raymond James Asset Management, we spend our days deep in the details of creating and managing successful investment portfolios so you don’t have to. With our Freedom portfolios, you have the flexibility to choose from a range of carefully constructed portfolios that align with your specific financial goals. And, by discussing your needs with your financial advisor, you’ll be sure to find the right portfolio fit to meet your long-term goals and get closer to living the life you’ve envisioned.
Learn about Raymond James Freedom accounts here.
Whether you’re five years away from retirement or 20 years away from retirement, we’ll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment.
Reviewing
Your investment strategy and ensuring you’re investing your wealth in a way that best aligns with your objectives.
Optimizing
Your spending habits so you continuously make decisions that benefit your broader financial picture.
Identifying
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.
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While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
3340 Northdale Blvd NW #110, Coon Rapids, MN 55448
Monday - Friday 8:00 AM - 5:00 PM
kirsten.anderson@raymondjames.com
Office: (763) - 432 - 2061 Toll Free: (800) - 276 - 6087 Fax: (763) - 210 - 5277
