Raymond James & Associates
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
San Jose and Santa Clara County families and professionals turn to Raymond James & Associates for personalized financial planning and investment guidance that helps them pursue their long-term goals with confidence. We are a financial planning and consulting practice serving clients throughout San Jose and across the South Bay.
Our work centers on understanding each client's situation, then building a clear plan for saving, investing and protecting what matters most to them. We take the time to explain the reasoning behind every recommendation so clients always understand where their money is going and why.
Whether you are just starting to plan for the future or refining a strategy you already have, we bring the same careful attention to every relationship.
Book online through our website to schedule a conversation about your financial goals.
Our work centers on understanding each client's situation, then building a clear plan for saving, investing and protecting what matters most to them. We take the time to explain the reasoning behind every recommendation so clients always understand where their money is going and why.
Whether you are just starting to plan for the future or refining a strategy you already have, we bring the same careful attention to every relationship.
Book online through our website to schedule a conversation about your financial goals.