Raymond James & Associates Evaluate 2022

Please note that Hoffman Financial Group and its affiliates don’t give legal or tax advice. You are encouraged to seek the guidance of your tax advisor or attorney. I am a professional wealth manager centered on serving to shoppers build and defend their wealth and supply peace of thoughts.

We have been very pleased with our portfolio’s efficiency and we’ve adequate revenue and back up funds for our wants. First advisor I had for a few yr was helpful to get in however made a lot of private judgements about how I seemed that made me dislike working along with her. I moved so I transferred my accounts hoping a new location can be better. At first it was nice, nevertheless, they continued to attempt to promote me on other merchandise while not really growing my current accounts.

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And like i mentioned it doesn’t seem that RJ, as a complete, is anxious with their clients as much as they’re with doing well themselves. Which i do perceive, profit, however there is that fine line of confidence that’s eroding away with no safety web. Brokers’ are simply human like we ourselves and i really attempt to keep that in mind so as to not over-step. But this year alone with the development of rising fees which are astronomical, Bookkeeping Discrepancies typically catching my eye, and different not so moral looming practices, I remain their faithful client although I wrestle with growing TRUST ISSUES.

Working intently with Randal Stephens and Matthew Quinn, Alex is rapidly increasing his knowledge inside the international finance sector, whilst constructing a worldwide shopper base. Alex is open to conversations with new shoppers about serving to them to achieve their own targets and aims. Having lived within the USA, UK and Spain, he joins the team as a Business Development Manager and brings a global mindset to the group big billion foreignprofit targeted. He works carefully with Daniel Lattimer and Lewis Sell and plans to be a qualified IFA in the close to future. Rob was then given the chance to move throughout to SJB where he was able to contact folks on a global scale. This additional diversified his data of various jurisdictions and created increased consideration to element in phrases of financial recommendation.