Raymond James - Andalusia, Alabama

Raymond James: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and expert guidance, Raymond James presents a solid option. Located at 1831 E 3 Notch St Suite C, Andalusia, AL 36421, United States, this financial institution offers a range of services designed to meet diverse financial needs. The phone number is 3342221564, and their website, raymondjames.com, provides further details about their offerings and team.

About Raymond James

Raymond James is a privately held, full-service financial services firm. Founded in 1968, it has grown to become one of the largest and most respected independent broker-dealers and financial advisors in the nation. Unlike many larger firms, Raymond James’s privately held structure allows them to prioritize the long-term interests of their clients and advisors. This commitment to client relationships is a cornerstone of their business philosophy.

Services Offered

Raymond James provides a wide array of financial consultant services, including:

• Investment Management: They offer portfolio management services tailored to individual risk tolerances and financial goals. This includes asset allocation, security selection, and ongoing performance monitoring.
• Retirement Planning: Raymond James specializes in helping clients prepare for a comfortable retirement. Services include retirement income planning, 401(k) rollovers, and estate planning considerations.
• Financial Planning: Holistic financial planning that addresses a client’s entire financial picture – encompassing investments, taxes, insurance, and estate planning.
• Wealth Management: For high-net-worth individuals and families, Raymond James provides sophisticated wealth management solutions.
• Estate Planning: Guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to a client's wishes.
• Insurance Services: A range of insurance products, including life, disability, and long-term care insurance, to protect clients and their families.

Location and Accessibility

The Andalusia branch, located at 1831 E 3 Notch St Suite C, is committed to providing accessible services. The office features:

• Wheelchair-accessible car park: Ensuring convenient access for clients requiring parking assistance.
• Wheelchair-accessible entrance: A seamless entry experience for all visitors.
• Wheelchair-accessible toilet: Providing essential accessibility for clients and staff.
• Toilet: Standard restroom facilities available.

Raymond James prioritizes creating a welcoming and inclusive environment for all customers. The Andalusia location is designed with these principles in mind.

Client Feedback and Reputation

Currently, the company has 0 reviews on Google My Business. This limited feedback suggests a relatively new or small branch, or perhaps a focus on providing personalized service outside of the public review platform. Despite this, the firm’s established reputation as a trusted financial planner speaks to its overall standing within the industry. Clients often highlight the firm’s dedication to building long-term relationships and providing tailored advice.

Contact Information

To learn more about Raymond James and their services, you can:

• Visit their website: raymondjames.com
• Call them directly: 3342221564

Raymond James’s commitment to client service, combined with their comprehensive range of financial products and services, makes them a valuable resource for individuals and families seeking financial security and growth. The Andalusia branch offers accessible and personalized support within a respected financial institution.