Raymond James & Associates - Anniston, Alabama

Raymond James & Associates: A Comprehensive Overview

Raymond James & Associates is a nationally recognized financial planning and investment advisory firm committed to providing personalized service to clients. Located at 114 W 10th St # A, Anniston, AL 36201, United States, the Anniston branch offers a dedicated team of professionals focused on helping individuals and families achieve their financial goals. With a strong emphasis on building long-term relationships, Raymond James strives to be a trusted partner in its clients’ financial journeys.

Contact Information:

Phone: 2564036214

Website: raymondjames.com

Specialties: Raymond James’s core competencies lie in financial planning and financial consulting. They offer a comprehensive suite of services, including retirement planning, investment management, estate planning, tax planning, and college savings. Their advisors take a holistic approach, considering all aspects of a client’s financial life to develop tailored strategies.

Accessibility and Amenities: The Anniston branch is committed to providing a welcoming and accessible environment for all clients. Key features include:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet facilities
• Appointments recommended – allowing for focused, personalized attention.

Services Offered:

• Investment Management: Raymond James provides a wide range of investment products and strategies, including stocks, bonds, mutual funds, ETFs, and alternative investments. They utilize a disciplined investment process and regularly monitor portfolios to ensure they align with client objectives and risk tolerance.
• Retirement Planning: The team specializes in helping clients plan for a comfortable and secure retirement. This includes assessing current retirement savings, projecting future needs, and developing strategies to maximize savings and minimize taxes.
• Financial Planning: Comprehensive financial planning goes beyond investments. It encompasses budgeting, debt management, insurance planning, and estate planning to create a complete financial roadmap.
• Estate Planning: Protecting assets and ensuring wishes are carried out is a crucial part of financial planning. Raymond James assists clients in creating wills, trusts, and other estate planning documents.
• Tax Planning: Strategic tax planning can help clients minimize their tax liabilities and maximize their after-tax returns. They work with tax professionals to develop tax-efficient strategies.

Client Feedback and Reputation: Currently, the Raymond James Anniston branch has 0 reviews on Google My Business, indicating a limited public record of client experiences at this specific location. However, Raymond James as a whole enjoys a strong reputation for integrity, service, and client satisfaction. This branch likely mirrors these values. The lack of reviews specifically at this location shouldn't necessarily deter potential clients; it simply suggests a newer or smaller operation.

The Raymond James Difference: What sets Raymond James apart is its commitment to a relationship-based approach. Advisors are not incentivized to sell specific products, allowing them to provide objective, unbiased advice that prioritizes the client’s best interests. This focus on client service is a cornerstone of their business philosophy. Furthermore, the firm’s size – it’s one of the largest independent investment firms – provides access to a broad range of resources and expertise. They operate with a fiduciary standard, meaning advisors are legally obligated to act in their clients’ best interests.

Why Choose the Anniston Branch Selecting a local financial advisor can provide a valuable advantage. The Anniston team is dedicated to understanding the unique needs and circumstances of the community. They can offer personalized advice tailored to the local economy and market conditions. The accessibility features ensure that clients of all abilities can comfortably conduct business at the office. While the branch currently lacks online reviews, the reputation of the broader Raymond James organization provides confidence in the quality of service offered.

Key Considerations:

• Due Diligence: Despite the established reputation of Raymond James, prospective clients should conduct their own due diligence.
• Advisor Fit: It's crucial to find an advisor with whom you feel comfortable and who understands your financial goals.
• Fee Structure: Understand how the advisor is compensated – typically through fees based on assets under management.

Contacting the Anniston Branch: To schedule an appointment and discuss your financial planning needs, please contact the branch directly at 2564036214 or visit their website: raymondjames.com