Architects of Wealth Management, Ready to Serve You
Much like the more conventional architect who designs and supervises the construction of actual buildings, a financial architect plans and monitors a customized wealth management strategy that will be flexible, effective, and strong.
As independent financial architects affiliated with Raymond James, the professionals at Jeffrey M. Goldfarb & Associates are able to offer you the best of both worlds:
- We have the freedom and objectivity to work solely in your best interests, with no obligation to sell any specific companies’ investment products.
- But, at the same time, we also have access to the vast resources – including technological, informational, and research capabilities – of a national leader in wealth management.
The result is unbiased information and guidance combined with a huge selection of available wealth management options and financial planning products and services.
About Raymond James
Raymond James Financial is a diversified financial services holding company serving individuals, corporations, and municipalities throughout the U.S. and around the globe. One of the first firms in the U.S. to focus on individual financial planning, Raymond James has consistently been ranked among the nation’s top financial firms, most recently ranked highest in J.D. Power & Associates’ 2008 Full-Service Investor Satisfaction Study. The company is also an acknowledged leader in market research, receiving national recognition for the quality of its market data and analysis.
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D.Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com.
