Schedule A Call
Schedule A Call
During this 30-minute introductory phone call, we’ll explain who we are and what we do for our clients. We’ll make sure your unique situation matches our expertise. Click on the calendar to select your call appointment.
The goal of this 60-minute meeting is to get to know you and become clear on your financial goals, needs, and concerns.
If we have decided to work together, we will move on to establishing a client relationship.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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