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Specialties
Financial Advice, Investments, Securities, Stocks, Mutual Funds, 401(k), IRA, Roth IRA, Retirement Planning, College Savings, Trusts, Transfer on Death, Annuities, Managed Portfolios, Bonds, CD’s and alternative investments. Member FINRA/SIPC.
History
Established in 1992.
Originally a Robert Thomas Securities branch, We became a part of the Raymond James Financial Services division in 1999. Purchased from Dorothy Outz in 1996, after she had run the business since early 1980’s. In the same location for 15 years.