Medley Wealth Management of Raymond James
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 333 W San Carlos St #1650, San Jose, CA 95110
- Phone
- (408) 279-1724
- Website
- raymondjames.com
- County
- Santa Clara County
About
Families and retirees across San Jose and the South Bay turn to Medley Wealth Management of Raymond James for personal financial planning and investment guidance that keeps long-term goals in clear view. We help clients organize their finances, plan for retirement, and make thoughtful decisions about how their savings are invested.
Our approach starts with understanding your goals, your timeline, and your comfort with risk, so every recommendation fits your life. We work as financial planners and consultants, offering ongoing guidance rather than one-time transactions.
Our team is committed to clear, honest communication, so you always know where your money stands and why.
Visit our website to learn more about how we can support your financial plans, or stop by to start the conversation.
Our approach starts with understanding your goals, your timeline, and your comfort with risk, so every recommendation fits your life. We work as financial planners and consultants, offering ongoing guidance rather than one-time transactions.
Our team is committed to clear, honest communication, so you always know where your money stands and why.
Visit our website to learn more about how we can support your financial plans, or stop by to start the conversation.