The Fountain Group at RAYMOND JAMES LTD.
at 407 Fountain St. S, Cambridge , N3H 1J2 Canada
My goal is to help families create and protect wealth for the benefit of current and future generations. Required Disclaimer: http://bit.ly/1nspoNn
Address and contacts of The Fountain Group at RAYMOND JAMES LTD.
407 Fountain St. S
Cambridge , ON N3H 1J2
Canada Email
Description
My goal is to help families create and protect wealth for the benefit of current and future generations. I work with individual families, business owners and professionals developing tailored independent financial strategies aimed at growing and preserving wealth, minimizing taxes and assisting in passing on lasting legacies. Our approach is to focus on you as an individual with unique needs. It starts with getting to know you and your family to understand your unique goals. Only then do we develop your individual investment plan that may include: custimized asset allocation, direct ownership of great businesses, hedging strategies and active managment. Our clients: • Believe trust and integrity form the basis of a strong working relationship. • Value investment advice modeled after great investors such as Warren Buffett, Peter Lynch and Benjamin Graham, combined with modern trend analyses and hedging strategies to reduce risk. • Believe a fee-based approach to investing works best to meet their needs. • Entrust one financial advisory team to manage and coordinate all their planning. • Have a minimum of $150,000 of household investable assets.
Company Rating
126 FB users likes The Fountain Group at RAYMOND JAMES LTD., set it to 4 position in Likes Rating for Cambridge, Ontario in Bank/Financial Service category
Summary
The Fountain Group at RAYMOND JAMES LTD. is Cambridge based place and this enity listed in Bank/Financial Services category. Located at 407 Fountain St. S ON N3H 1J2. Contact phone number of The Fountain Group at RAYMOND JAMES LTD.: 519-624-9311
Bank/Financial Service category, Cambridge
Cambridge , ON nonono Canada
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