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Raymond James Financial Services Inc. Member of FINRA/SIPC

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601 E. LAUREL ST SCOTTSBORO, AL 35768 Get Directions

(256) 575-8160

https://scottsboro.website.raymondjames.com/

james.bergman@raymondjames.com

Business Details

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Business Info

  • Founded --
  • Incorporated
  • Annual Revenue --
  • Employee Count 3
  • Industries Financial Services
  • Contacts James W Bergman

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Company Summary

For over 50 years, Raymond James Financial Services, member FINRA/SIPC has been helping people all over the country prepare for life’s surprises and challenges, from starting a new business to transitioning to retirement. Today, Scottsboro, AL, families enjoy personalized wealth management advice backed by years of experience and a reputation for great customer service. No matter your financial needs, you can count on this team of financial consultants to provide you with input tailored to your situation.

In addition to building strong, lasting relationships with their clients, the Raymond James Financial Services team is dedicated to exceeding the highest professional standards. All of the in-house financial advisers are proud to be CERTIFIED FINANCIAL PLANNERS™ professionals. When you work with their team, you can count on receiving advice that is personalized, ethical, and supported by a deep understanding of market behavior. This commitment to excellence and financial health provides clients with the confidence they need to deal with everything life brings, whether it’s the death of a loved one, divorce, or seeking an education.

Raymond James Financial Services understands clients don’t always have time to meet in person. For this reason, they offer an online knowledge center where you can find articles on a wide range of important financial topics, including stock market snapshots, estate planning tips, and discussion guides to help families have productive conversations about how money can be earned and protected. Clients can also enroll in Raymond James Investor Access, an easy-to-use online portal that enables you to monitor your account activity from the comfort and privacy of home.

No matter what your future holds, Raymond James Financial Services can help you make sure you’re prepared. Visit their website to learn more about the team and call (256) 575-8160 to schedule an appointment.



Raymond James is not affiliated with and does not endorse the services of Jackson NearSay. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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      Hours

      • Sunday  --
      • Monday  8:00AM - 5:00PM
      • Tuesday  8:00AM - 5:00PM
      • Wednesday  8:00AM - 5:00PM
      • Thursday  8:00AM - 5:00PM
      • Friday  8:00AM - 4:00PM
      • Saturday  --
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