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Who we are
Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.
Your Future Starts Now
Education Planning
There are a variety of investment vehicles and tax-efficient options to contribute to the cost of higher education.
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Financial Planning
Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life.
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Retirement Planning
We work diligently to serve as the ultimate steward for your wealth by simplifying life’s complexities
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| Webinars and Seminars | Date | Location | Time | Registration Link |
|---|---|---|---|---|
| Family Money Talks: Transfer Wisdom, Not Just Wealth | November 13, 2024 | Zoom | Noon (CST) | Zoom Registration Link |
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Community Credit Union and First Community Wealth Advisors are not registered broker/dealers and are independent of Raymond James Financial Services. Vefiry an advisor with Broker Check. Investment products are: not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. © 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use.