Raymond James

105 Maxess Road Suite 124s
Melville, NY (New York) 11747-3821

(631) 574-4408 (Primary Phone) +view more

Business Details

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.

12 years

Since 2003

Jim Mcloughlin (Owner)

(631) 390-1266 (Primary Phone) (631) 574-4525 (Primary Phone)

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, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries
Services:	Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management
Professionals on Staff:	Analysts
Certifications:	Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
General Content:	091430Attr:loans, 091490Attr:investment Plan, Financial Services, Financing Personal, Retirement, Retirement Planning
Sales Volume:	1M - 2M
Employee Size Range:	5-9
Franchise/Chain:	Branch
Number of PC's:	2-9
Square Footage:	2500-9999
Fortune 500:	No

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