Gene Allen - GrandView Advisors of Raymond James

Ken Offenberg - Raymond James is a financial services firm based in Charlotte, NC. Specializing in investment management and financial planning, the company offers personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships, Ken Offenberg - Raymond James provides comprehensive financial guidance and expertise to individuals and businesses. Their team of professionals is dedicated to helping clients navigate the complexities of the financial world with integrity and transparency. Generated from their business information

A holistic wealth management style combined with customized investment strategies for clients like you.

A holistic wealth management style that combines the intimacy of a boutique office with the world-class resources of a large investment management firm.