CA Yellow Pages > Modesto
832 12th Street Suite 601
Modesto, CA (California) 95354-2388
(209) 579-1287 (Primary Phone)



Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
4 years
Since 2011
Mike Grover (Manager)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Mutual Funds, Non-Qualified Retirement Plans, Open End Mutual Funds, Qualified Retirement Plans, Stocks, Wills, Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities, Individual Retirement Account, Music, Treasuries
Product Features: Research
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Bonds, Bookkeeping Services, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Educational Planning, Estate Planning, Executors, Family Wealth Planning, Fee-Based Services, Individual Services, Investment Planning, Iras, Living Trusts, Long Term Planning, Mutual Funds, Notary, Online Services, Personal Planning, Personal Trusts, Power Of Attorney, Probate, Research, Short Term , Advice, Analysis, Assessments, Asset Protection, Cash Flow, Cash Flow Management, Coaching, College Planning, College Saving, Computer Services, Consulting, Counseling , Design Assistance, Designer, E-Services, Education Planning, Estate Conservation, Estate Preservation, Evaluations, Event Planning, Expertise, Guidance, Information, Information Services, Inheritance Planning, Internet Access, Internet Services, Irs, Life Planning, Management, Money Management, Moving Guides, Patient Counseling, Personal, Persona
Specialties: Analysts, Asset Management, Banking, Cds, Consultations, Divorce Planning, Estate Planning, Investment Planning, Iras, Living Trusts, Mutual Funds, Power Of Attorney, Research, Stocks, Wills, Asset Protection
Programs Offered: Banking
Certifications: Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
General Content: Consultations
Sales Volume: 500K - 1M
Employee Size Range: 1-4
Franchise/Chain: Standalone
Fortune 500: No


Additional Categories
Raymond James is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Services
North American Industry Classification System (NAICS) Categories:
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Business Services, Nec > Financial Services

Related Categories in Modesto, CA

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