Raymond James is a financial services company that provides investment banking, wealth management, and capital markets services. The firm offers financial planning, investment advisory services, and brokerage services to individual and institutional clients. Raymond James operates through a network of financial advisors and serves clients across various market segments.
Reviewers generally express satisfaction with Raymond James, highlighting the outstanding client service and comprehensive financial planning offered. Many customers appreciate the personalized approach, noting that advisors treat them like family and provide tailored advice for retirement and investment strategies.
The expertise in tax strategies and portfolio optimization is also frequently praised. However, some consumers voice disappointment regarding communication, mentioning that they often feel out of the loop and have to initiate contact with their advisors. Additionally, there are comments about the need for improvements in technology, particularly the online tools and mobile app, which some find outdated. While the investment performance is generally viewed positively, a few customers feel that the management fees are higher than those of competitors.
Summary generated with AI from recent reviews
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Investment Services.
| Company | Overall | Legit | Trend | Reviews |
|---|---|---|---|---|
 | — | 67 out of 100 | — | 0 |
| 4.2 out of 5 (good) | 100 out of 100 | — | 1,200 | |
| 4.7 out of 5 (good) | 100 out of 100 | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | — | 1,060 | |
| 4.8 out of 5 (good) | 100 out of 100 | — | 1,060 |
12 reviews of Raymondjames. Filter by what matters to you.
They helped me create a complete financial plan covering retirement, insurance, and estate planning. The initial consultation was thorough and they took time to understand my goals. Very professional team overall.
My advisor's knowledge of tax strategies and investment options is impressive. They've saved me money and helped optimize my portfolio allocation.
My advisor has been incredibly helpful in managing my retirement portfolio. The team is knowledgeable and always available when I have questions. Very satisfied with their personalized approach.
Been working with them for over 8 years now. They've helped me through market ups and downs with steady guidance.
Quick answers to the questions people ask most.
Raymond James provides comprehensive wealth management services including investment planning, retirement planning, estate planning, and portfolio management. They also offer banking services, insurance products, and corporate financial services. Their advisors work with individuals, families, and businesses to create customized financial strategies.
You can locate a nearby Raymond James advisor by visiting their website and using the 'Find an Advisor' tool, which allows you to search by location, specialty, or advisor name. You can also call their main number to be connected with a local branch. Many advisors offer initial consultations to discuss your financial goals and needs.
Minimum investment requirements vary depending on the specific service or account type you're interested in. Some accounts may have no minimum while others, particularly managed portfolios, may require higher minimums. Contact a Raymond James advisor directly to discuss requirements for your specific financial situation and goals.
Raymond James uses various fee structures including asset-based fees, commission-based pricing, and fee-for-service arrangements depending on the type of account and services provided. Fee schedules are transparent and will be clearly explained by your advisor before any services begin. Specific fees vary based on account size, services used, and investment products selected.
Yes, Raymond James provides a secure online platform called Client Access where you can view account balances, transaction history, statements, and market research. They also offer a mobile app for convenient account access on smartphones and tablets. Your advisor can help you set up online access during account opening.
Raymond James branch hours typically operate Monday through Friday during standard business hours, though specific times may vary by location. Many advisors also offer appointments outside regular business hours to accommodate client schedules. Contact your local branch directly for their specific hours and to schedule appointments.
Yes, Raymond James specializes in comprehensive retirement planning including 401(k) rollovers, IRA management, pension planning, and Social Security optimization strategies. Their advisors help clients create personalized retirement income plans and monitor progress toward retirement goals. They work with both individuals approaching retirement and those already retired.
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From day one, they've treated me like family rather than just another account. My advisor remembers personal details and tailors advice to my specific situation. This is what client service should be like.
Raymond James was founded in 1962 and has been providing financial services for over 60 years. The company has grown from a small regional firm to one of the largest independent financial services companies in the United States. They are publicly traded on the New York Stock Exchange under the symbol RJF.
Raymond James operates as an independent firm, meaning they're not owned by a bank or insurance company, which allows them to offer objective advice and a wide range of investment options. They emphasize long-term client relationships and conservative business practices. The firm is known for its comprehensive research capabilities and commitment to putting clients' interests first.
To open an account, you can contact a local Raymond James advisor who will guide you through the process and help determine which account types best suit your needs. The process typically involves completing application forms, providing identification, and funding your account. Your advisor will explain all available options and answer any questions during the account opening process.
Raymond James is a financial services company that provides investment banking, wealth management, and capital markets services. The firm offers financial planning, investment advisory services, and brokerage services to individual and institutional clients. Raymond James operates through a network of financial advisors and serves clients across various market segments.
