Helping you address your retirement planning priorities.
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Working together, we listen to understand what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals. We also learn about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.
No matter what stage of life you’re in, we can help you pursue independence, freedom, and the things that matter most to you. Your journey begins now. Let us help get you on your way. Connect with our wealth management team today.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Bristol Wealth Group, and are not insured by any insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bristol County Savings Bank and the Bristol Wealth Group are separately owned and operated and not independently registered broker-dealers or investment advisers.
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Investment and Insurance Products are: Not FDIC Insured – No Bank Guarantee – May Lose Value – Not a Bank Deposit – Not insured by any Federal Government Agency