Independent Financial Services

I have lived my entire life in Ulster County. I grew up in Shokan and spent much of my adult life in Kingston. I have always appreciated living and working in a small town. There is a certain magic people enjoy in knowing everyone.

Steve Hakim - Raymond James is a financial services company based in Kingston, NY, offering a personalized approach to managing wealth for a diverse range of clients, including business owners, corporations, families, healthcare professionals, and non-profit organizations. With a team of experienced advisors, they provide comprehensive guidance and expertise in areas such as corporate retirement plans, financial planning, investment solutions, risk management, and sustainable investing. Established in 1962, Raymond James is one of the largest and most well-respected independent financial services companies in the country, known for its commitment to delivering knowledgeably applied expertise and a depth of resources to match clients' needs. They strive to help clients achieve their financial goals and objectives by providing valuable insights, protecting intellectual property, and offering a winning benefits package for businesses. Raymond James operates with integrity and is dedicated to supporting the unique needs and goals of each client.Generated from the website