From Jason Claycomb - Raymond James
401(k), 403(b), SEP, SIMPLE, IRA, Stocks, Investments, and Retirement & Financial planning for businesses, professionals, and families. Fully customized financial planning to exceed all of our client's needs and expectations. As we follow the markets, build wealth plans and manage custom portfolios, we keep our own interests right in line with our clients’ – we never lose sight of the importance of the work we’re doing, because we’re doing it for people like you. If you are nearing retirement, contact us for a no obligation review toward a retirement income strategy that produces income for you during retirement. Tailor made portfolios are built to match your risk tolerance and goals.
Google: 4.2/5
Hello,
I am sorry to share my negative experience with this financial planner.
Early 2021 I rolled over my 401k into an IRA based on RJ financial planner recommendations . The guys at the time was a good salesman and took advantage of my curiosity to have me "join the club" of people that trust financial planners to manage their assets for a "small fee" of 1.5%.
The pitch is that they would be able to make the best of my money with an actively managed portfolio etc etc etc.
Today, at the end of 2023 so roughly 3 years into the program my portfolio has lost ~10% of its initial value. The exact opposite of the pitch...
It was easy to track the progression...read full review