"Riegel Financial is an independent firm". Tax planning services are not offered through Raymond James. “Securities offered... through Raymond James Financial Services Inc., Member FINRA/SIPC” Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in...
Have you worked with financial professionals who were focused more on selling a certain product or strategy rather than finding out about you and your needs first? for developing a long-term relationship with our clients. That means having your best interests at heart. Taking the time to listen to your financial objectives and then advising you on the most beneficial solutions.We are small firm...