What sets us apart.
Every plan starts with a conversation about your hopes, dreams, desires, and even your fears. By taking a look at where you are, we can better understand where you want to be. We will meet periodically to review your needs and goals. As your goals change, your financial plan may too - and we'll be there every step of the way.
Our Financial Advisors at Addison Avenue Investment Services have a diverse background in the financial industry, specifically in working with employees from more than 500 tech-focused companies. Our key areas of expertise include, but are not limited to:
- Retirement Planning and Implementation
- Managing Employment Transitions
- Comprehensive Financial Planning
- Life Insurance Reviews
- Maximizing Social Security Benefits
- Minimizing Tax Liability1
- Financial Transitions through Death and Divorce
- Estate Planning
- Investing for College
Personal financial advisor services.
We Start by Exploring Your Financial Goals
At Addison Avenue, we know there’s no one-size-fits-all solution when it comes to managing your finances. By taking a look at where you are, we can better understand where you want to be. That’s why we partner with members like you every day.
Using market research from Raymond James, Morningstar, and other highly respected investment firms, we build your personalized financial plan. We diversify your portfolio by using a strategic asset allocation approach, while recognizing the importance of tax-efficient investing.1
Finally, we will meet periodically to review your needs and goals. As they change, your financial plan may too — and we'll be there every step of the way.
A Self-Managed account is a great choice for those who are comfortable making investment decisions on their own and like to do their own research and analysis.
Opening a Self-Managed Account
If you are interested in opening a Self-Managed brokerage account, please call our Investment Services Support Center at 855.744.8585. We will work with you to answer any questions and determine your account paperwork needs. Let us help you get started today.
About our broker/dealer.
Our team of 30 experienced Financial Advisors has years of extensive financial services experience, but they don't serve you alone. Raymond James Financial Services, Inc., our broker/dealer, gives us access to research teams and industry experts who, then, further support the personalized recommendations you receive.
One of the key benefits for clients is Raymond James' Client Access Portal. Client Access offers convenient, timely account details in an easy-to-understand, online format. Features include:
- Continuous portfolio updates throughout the day
- Complete portfolio snapshot with recent transactions and preview of upcoming activity
- Continuous quotes for major market averages
- Copies of statements, trade confirmations and tax reporting documents
- Downloads to lntuit's Quicken®
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.
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