Raymond James Financial Services and your Raymond James Financial Advisors do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. Any information contained in the linked third party article is not a complete summary or statement of all available data necessary for making an investment or financial decision and does not constitute a recommendation.
In today’s fast-paced and technology-driven world, it can be hard to remember what truly personalized service feels like. Client care that leaves you feeling confident that your financial well-being is in the capable hands of someone who takes it just as seriously as you do.
We believe our strong partnerships with our clients are made possible by combining the knowledgeable guidance and expertise they need with consistent and tailored service. In the personal business of helping you manage your wealth, you deserve to rest assured that your best interests always come first.
Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
If you’ve never had a financial advisor before, it might seem a little daunting when you first sit down together. Here at Glen D. Smith & Associates, we take the worry out of investment planning by offering a complimentary portfolio review. All it takes is a little time to evaluate the hidden potential of your assets. Take a look at our 6-step financial planning process.
Take the first step to securing your financial future.