Services for Individuals
Value, whether perceived or real, is up to each individual to define. When we look to add new individuals to our family of clients, we first have to believe the client will value what EBC has to offer. There is an unlimited amount of financial information available today, we work with clients to determine what information applies to their individual situations.
We strive to deliver the following: unbiased & custom recommendations, high level of care and attention to each client, quick response to client inquiries, accessibility, excellent planning tools and reports, wide open investment platform, fair fee schedule & a desire to deliver what each client wants—to achieve their goals.
Services, provided through Raymond James Financial Services, include: comprehensive financial planning (retirement, college funding, estate planning, insurance needs, etc.), consulting on outside assets (401k & trusts), investment selection and market research. We also provide quarterly or semi-annual meetings and a realistic approach to investing that strives to remove emotions from important decisions.
Directives to individual clients
Our goal is to:
- act with honesty and integrity.
- avoid conflicts of interests, whether real or perceived.
- deliver unbiased, professional & courteous advice, through Raymond James Financial Services, Inc.
- care about you and your beneficiaries.
- treat you with importance and respect.
- earn your trust over time by delivering what has been promised.
- resolve issues in a timely manner and make every effort not to make the same mistake twice.
- respond to all communication from clients in a very timely manner.
- constantly strive to improve upon the services delivered to clients and their beneficiaries.
- take responsibility for our mistakes.