Wohlford Financial Group of Raymond James - Visalia, California

Wohlford Financial Group of Raymond James: A Comprehensive Overview

For individuals and families seeking expert financial planning and tailored investment strategies, the Wohlford Financial Group of Raymond James presents a compelling option. Located in Visalia, California, at 1009 N Demaree St, CA 93291, this firm offers a dedicated approach to wealth management, combining the resources of a national brokerage firm – Raymond James – with the personalized service of a local team. The phone number is 5592051380, and their website is raymondjames.com. It’s important to note that as of today, the Wohlford Financial Group has 0 reviews on Google My Business, indicating a need for potential clients to actively seek out and share their experiences.

Specialties: The Wohlford Financial Group specializes in providing comprehensive financial planning services and acting as a trusted financial consultant. Their services extend beyond simple investment advice, encompassing retirement planning, estate planning, tax planning, college savings, and insurance needs. They cater to a diverse clientele, including high-net-worth individuals, families, and small business owners.

Location and Accessibility

The firm’s physical location at 1009 N Demaree St in Visalia, California, provides a convenient point of contact for clients. Raymond James has prioritized accessibility, offering:

• Wheelchair-accessible car park: Ensuring ease of access for individuals with mobility challenges.
• Wheelchair-accessible entrance: Creating a welcoming and inclusive environment.
• Wheelchair-accessible toilet: Providing necessary facilities for all visitors.
• Toilet facilities: Standard restroom amenities are available.

These features demonstrate a commitment to inclusivity and cater to the diverse needs of the community. The firm’s location is easily searchable on online maps, and directions can be readily obtained via the Raymond James website.

Key Features and Services

The Wohlford Financial Group distinguishes itself through its commitment to client-centric planning. Here’s a breakdown of key features:

• Personalized Financial Plans: They develop customized plans based on individual goals, risk tolerance, and financial circumstances.
• Investment Management: Utilizing the extensive research and trading capabilities of Raymond James, they offer a wide range of investment options, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: Helping clients plan for a comfortable retirement, considering factors such as Social Security, pensions, and tax implications.
• Estate Planning: Assisting clients in organizing their assets and ensuring their wishes are carried out according to their intentions.
• Tax Planning: Collaborating with tax professionals to minimize tax liabilities and maximize after-tax returns.
• Education Savings Planning: Providing guidance on saving for college or other educational expenses.

Average Opinion: 0/5 – This indicates a lack of publicly available feedback at this time. Potential clients are encouraged to explore the Raymond James website and contact the firm directly to learn more about their services and approach.

Recommendations and Contact Information

It’s generally recommended to schedule an appointment with the Wohlford Financial Group to discuss your specific financial needs. This allows for a thorough assessment of your situation and the development of a tailored plan. Contacting the firm at 5592051380 will connect you with a representative who can answer your questions and schedule a consultation. The firm’s website, raymondjames.com, provides additional information about the team and their services.

Additional Points of Interest: Beyond accessibility, the Wohlford Financial Group prioritizes building long-term relationships with its clients, based on trust, transparency, and a shared commitment to achieving financial success. Raymond James’s robust compliance program further underscores their dedication to ethical and professional standards. They operate under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. This is a crucial element to consider when selecting a financial advisor.

In conclusion, the Wohlford Financial Group of Raymond James offers a valuable combination of local expertise and national resources. While currently lacking online reviews, their commitment to accessibility and client-focused service makes them a noteworthy option for individuals and families seeking comprehensive financial consultation.