Professional Planning Associates

Raymond James, situated in Jenkintown, PA, is a distinguished financial services establishment that specializes in customized wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer a wide array of financial planning services, portfolio advisory strategies, investment research, and personalized assistance tailored to each client's unique objectives. Drawing on their extensive expertise, the team at Raymond James is dedicated to guiding clients through intricate financial scenarios with a blend of meticulous analysis and individualized care. With a global presence and a strong community focus, Raymond James places a premium on responsible risk management, while also providing avenues for clients to enhance, safeguard, and seamlessly transfer their financial assets. Their unwavering commitment to delivering attentive, purposeful, and objective-driven solutions sets them apart in the financial services landscape, ensuring that clients receive the support and expertise needed to navigate the complexities of the financial world successfully. Generated using this brand's available information

SHM Financial Group, based in Oaklyn, NJ, aims to offer individuals ethically sound retirement strategies for financial freedom. With a focus on safety, security, principal protection, and income features for retirement assets, they specialize in what they term as "GREEN money" - assets like cash, CDs, and fixed annuities that provide peace of mind during retirement. Utilizing a fee-based registered investment advisory firm platform, they guide clients in managing their portfolios with a balance between risk and safety assets. As a financial advisor, SHM Financial Group customizes retirement plans tailored to individual needs, including income, growth, legacy planning, and risk mitigation. Their comprehensive approach involves analyzing each client's unique asset mix to create a coordinated strategy that aligns with their goals. From tax strategies to legacy planning and asset allocation, they provide a range of services aimed at ensuring a successful and secure retirement. Generated from the website content

Dave Hobbs is a Licensed Financial Representative with Primerica serving MOUNT HOLLY and its surrounding areas.