David Lucas - Raymond James
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 333 W San Carlos St, San Jose, CA 95110
- Phone
- (408) 279-1724
- Website
- raymondjames.com
- County
- Santa Clara County
About
Looking for financial planning in San Jose? David Lucas - Raymond James offers personal financial planning and consulting to individuals and families across San Jose and the South Bay.
We work with clients to understand their goals, whether that means building savings, planning for retirement, or managing investments over the long term. Our approach is to listen first, so every recommendation is tailored to your situation and your priorities.
We aim to make complex financial decisions clear and manageable, with plain-language guidance at every step. Our team serves clients throughout Santa Clara County who want a steady, knowledgeable partner for their financial future.
Learn more and get in touch through our website.
We work with clients to understand their goals, whether that means building savings, planning for retirement, or managing investments over the long term. Our approach is to listen first, so every recommendation is tailored to your situation and your priorities.
We aim to make complex financial decisions clear and manageable, with plain-language guidance at every step. Our team serves clients throughout Santa Clara County who want a steady, knowledgeable partner for their financial future.
Learn more and get in touch through our website.