Edward Jones - Financial Advisor: Sylvia Yan

Founded in 1962, Raymond James Financial Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Located in Upland, Calif., the company is one of the leading investment management firms in the United States. Raymond James Financial Inc. has 2,300 locations throughout the United States, Canada and overseas. The company offers financial products, such as fixed income overview, closed-end funds, stocks and convertible securities, among others. It also renders financial services that include financial/college planning, Certificates of Deposit (CDs), equity capital markets and public finance, to name a few.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Claremont, CA area, Rajiv Paliwal will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

For me, wealth management means more than providing my clients with investment advice. It means understanding them as people with unique goals, values and circumstances; people who require honest and appropriate financial advice tailored specifically to their needs.