We offer professional guidance designed to meet your financial goals and preserve your future and the future of your family.
Tom Current, financial advisor and branch manager with Raymond James Financial Services, member FINRA/SIPC, believes investments are a means to an end. That means his approach is goal-based, not transaction-focused.
Our desire is to establish a long-term relationship with you by understanding your hopes and legacy. We then devise appropriate goal-focused solutions to meet those objectives, monitor results, and suggest/implement changes as needed.
We offer investment and wealth management, tax strategies, research and analysis, education planning and charitable giving/gifting strategies.
Our investment products include cash and cash alternatives, equities and related securities, fixed income, insurance and annuities, managed accounts, and mutual funds.
Our goal has never been to be the biggest; it has always been to be the best. That is exemplified by our:
* focus on people, not products
* conservative approach
* tools and strategies tailored to specific objectives
*technology that meets client needs.
We look forward to helping you achieve your retirement objectives.
Investment advisory services offered through Raymond James Financial Services Advisors Inc.
“Important Disclosure Information: http://
raymondjames.com/smicd.htm”
Tom Current, financial advisor and branch manager with Raymond James Financial Services, member FINRA/SIPC, believes investments are a means to an end. That means his approach is goal-based, not transaction-focused.
Our desire is to establish a long-term relationship with you by understanding your hopes and legacy. We then devise appropriate goal-focused solutions to meet those objectives, monitor results, and suggest/implement changes as needed.
We offer investment and wealth management, tax strategies, research and analysis, education planning and charitable giving/gifting strategies.
Our investment products include cash and cash alternatives, equities and related securities, fixed income, insurance and annuities, managed accounts, and mutual funds.
Our goal has never been to be the biggest; it has always been to be the best. That is exemplified by our:
* focus on people, not products
* conservative approach
* tools and strategies tailored to specific objectives
*technology that meets client needs.
We look forward to helping you achieve your retirement objectives.
Investment advisory services offered through Raymond James Financial Services Advisors Inc.
“Important Disclosure Information: http://
raymondjames.com/smicd.htm”
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