Securities offered through Raymond James Financial Services Inc, member FINRA / SIPC
Who is Raymond James?
|The name Raymond James comes from a 1962 merging of companies run by Robert A. James and Edward Raymond. While other 1960’s organizations were simply selling stocks or mutual funds, Raymond James advisors focused on financial planning for the individual. This new approach based investment decisions on an understanding of each person’s unique needs and goals. Raymond James pioneered the first Client Bill of Rights – Your Rights and responsibilities as a Raymond James client. Read more.
Hearts in the Arts
|The James family, as well as Raymond James Financial, has long been a supporter of the arts. The Tom and Mary James/Raymond James Financial Art Collection, one of Florida’s largest private art collections, consists of over 1,800 works of art. It includes original paintings, sculptures, and graphics. The collection is on display at the firm’s corporate headquarters in St. Petersburg , Florida. For those who love art and cannot visit our campus, selected works are displayed on this site, along with information about the artists.
Hands in the Community
|Southeast Capital Investment Group has a very big heart. Our ties to the South Georgia community run deep. We are committed financially and as volunteers to the VSU Foundation, the Valdosta Symphony Guild, Boy Scouts of America – Alapaha Area Council, Options Now, and Camp J.D. Tygart.When deciding on a business partner, we looked for an investment firm that is as committed to charitable giving as we are.
Why we chose Raymond James
||Our clients come first, and we back that statement with a proof of experience that spans many years. We are very protective of the people who trust us to help them make sound financial decisions, and Raymond James is the only company we believe stands with the same values and commitments that we hold dear. Our mission statement is echoed by Raymond James. When you see why we chose to invest with Raymond James, we believe that you will want nothing less for yourself and those who depend on you.
What makes us different?
|Truly personalized financial planning is hard to find even though many investment companies claim to offer it. Our Value-Added approach to serving you includes:
- An annual planning review
- Estate Planning
- Investment Management
- Periodic Portfolio Review
- Continuous monitoring
- Performance reports
- Personal life changes
- All Raymond James experts are available to our clients
- Continuing Education
- Publications concerning personal finance
- Annual “Accountant-Ready” Tax Packages
- Year End Capital Gains Tax Adjustments
- We attempt to minimize your annual capital gains taxes and we coordinate with your accountant so that all of your investments are working in tandem
Raymond James does not offer tax or legal services. You should discuss any tax or legal matters with the appropriate professional.