Raymond James & Associates
- Financial Planning & Investments
Raymond James' primary goal is to meet the investment and financial planning needs of individuals. Our goal has never been to be the biggest; it has always been to be the best. Investments are a means to an end, whether the goal is a comfortable retirement, a grandchild's education or a legacy for future generations. That means our approach is goal-based, not transaction-focused. Your Raymond James advisor's objective is to establish a long-term relationship with you, understand what you hope to accomplish during your life and with your legacy, devise the appropriate goal-focused solutions to meet those objectives, monitor results, and suggest and implement changes as needed. Our advisors have the resources, investments and tools to determine how to effectively address your needs, develop appropriate strategies, construct well-crafted portfolios and help you achieve your financial objectives. Their recommendations stem from a comprehensive assessment of your complete financial picture, including balancing your shorter-term needs with your long-term goals and the amount and type of risk you can comfortably and appropriately assume. While factors such as market fluctuations and interest-rate movements have a significant bearing on your portfolio, our focus will always be whether, at the end of the day, you will have the resources you need to meet your core objectives. Tools available to us and you include: Stocks, Bonds, Mutual Funds, Annuities, Insurance, Cash Alternatives, Managed Accounts, Alternative Investments, Stock Options, & Retirement Accounts (i.e. IRA, SEP, 401k).
Whom to Contact
- Tom MahoneySr. Vice PresidentPhone: (303) 448-7130Fax: (303) 440-1437
US 36 to Boulder. Left on Canyon. Right on 9th. Left on Walnut. Left into free parking lot on West side of building. Take Lobby elevator to second floor. Canyon Center - Suite 250.