Raymond James
Summit Investment Goup
460 Saint Michaels Drive Suite 104
Santa Fe, NM (New Mexico) 87505-7622
Santa Fe, NM (New Mexico) 87505-7622
Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
53 years Since 1962
Jane Terry (President)
| 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, Non-Qualified Retir, 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, Educationa, Advice, Analysis, Assessments, Asset Protection, Cash Flow, Coaching, College Planning, College Saving, Computer Services, Consulting, Counseling , Design Assistance, Designer, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management, Trust Ser |
| 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 |
| Professionals on Staff: | Analysts |
| Certifications: | Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor |
| General Content: | Retirement Planning, 091430Attr:taxes, 126420Attr:retirement Plans, 223350Attr:manage Money, Asset Management, Financial Services, Financial Planning, Investment Advisory Service, Investments, Loans, Portfolio Managemet, Stocks & Bond Brokers, Consultations |
| Sales Volume: | 500K |
| Employee Size Range: | 2 (appx) |
Additional Categories
Raymond James is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Family Planning Services
- Financial Management & Consulting
- Financial Planning Consultants & Services
- Financial Services
- Investment Advisory Service
- Stocks & Bond Brokers
- Securities Brokerage > Security Brokers & Dealers > Stocks & Bond Brokers
- Portfolio Management > Financial Planning & Services > Financial Management
- Investment Advice
- All Other Business Support Services > Financial Services
- Family Planning Centers
- Security Brokers, Dealers, And Flotation Companies > Security Brokers & Dealers > Stocks & Bond Brokers
- Investment Advice > Financial Planning & Services > Financial Management
- Business Services, Nec > Financial Services
- Specialty Outpatient Facilities, Nec > Family Planning & Birth Control Clinics > Family Planning Services
Related Categories in Santa Fe, NM
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