Roberta Stevens assisted me with transferring money into my name when my sister unexpectedly passed away. She was extremely helpful, professional & made just one of many transactions I dealt with...
Roberta Stevens - Raymond James
(2)
Located in Park Ridge, IL, Roberta Stevens - Raymond James stands as a beacon of financial expertise, catering to a diverse clientele seeking tailored wealth management services, investment banking, and asset management solutions. Specializing in comprehensive financial planning and portfolio advisory strategies, they provide personalized assistance based on individual goals and needs, ensuring a holistic approach to financial success.
With a global perspective and a community-centric ethos, Roberta Stevens - Raymond James brings decades of experience to the table, offering clients a blend of detailed analysis, personalized attention, and prudent risk management. Through their commitment to delivering objective-based solutions, they empower individuals, businesses, and municipalities to grow, protect, and effectively transfer their financial resources, creating a solid foundation for future prosperity.
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I was a long tome customer (Over 15 years). My regular Account Rep retired, and they began charging a $50.00 annual fee. Not a big deal, but I called to ask about it, and I was told by the...
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