Raymond James

Raymond James & Associates is a financial services firm located in Oakbrook Terrace, IL. They are dedicated to putting their clients first and providing personalized financial planning and investment advice. With a focus on balancing their clients' current lifestyles with their future goals, Raymond James offers a range of services, from personal finance and college tuition planning to retirement and legacy planning. With a client-first perspective and a commitment to professional integrity, Raymond James has a long-standing track record of profitability and is backed by a team of experienced financial advisors.

Founded in 1962, Raymond James has grown to become a leading firm in the industry, with 8,700 financial advisors and $1.37 trillion in client assets as of December 31, 2023. Their success is attributed to their adherence to core values of advisor independence, professional integrity, and a conservative, long-term approach to investing. With a team of dedicated professionals, including branch managers, managing directors, and registered client service associates, Raymond James is well-equipped to help clients navigate their financial journeys and achieve their financial goals.

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