Raymond James Financial Services

About

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.

Story

We believe investors' plans should change as their lifestyles and needs do. Through Raymond James, investors are offered an extensive array of investment alternatives and services. But Cassandra Financial isn't just about the monetary investment. We invest in people.

We are completely accessible to you, when you need us. We will work with you to make sure you understand your investments and the strategy for your long term goals.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Cassandra Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Important Disclosure Information: http://raymondjames.comsmicd.htm

Mission

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

Impressum

We believe investors' plans should change as their lifestyles and needs do. Through Raymond James, investors are offered an extensive array of investment alternatives and services. But Cassandra Financial isn't just about the monetary investment. We invest in people.

We are completely accessible to you, when you need us. We will work with you to make sure you understand your investments and the strategy for your long term goals.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Cassandra Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Important Disclosure Information: http://raymondjames.comsmicd.htm

Products

Financial Planning, 401k, Benefits Planning