About Raymond James
About Raymond James
People, Planning, Principles
In 1962, Bob James set out to build a different kind of financial services firm—one that put people, planning and principles first. And now, more than 50 years later, Bob’s different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
If you’d like to find out a little more about Raymond James before investing your money, talk to us about BIO Trips, in which we’ll show you the company up close and personal. Tour our headquarters, meet high-level executives, and discover just what we’re all about.
Bio Trips: Invitation Only. Please call 801-475-4002
As an investor, you’re focused on achieving your financial goals and preserving your family’s future. So, we believe you’ve made the wise choice to work with Peterson Wealth Services, Inc because you value the importance of objective, professional advice.
Similarly, Peterson Wealth Services, Inc has chosen to call on the clearing and custodial services of Raymond James because we recognize the stability of Raymond James and the ability to help preserve your assets and accurately execute your investment transactions.
Raymond James delivers the industry-leading support, technology and resources of a premier financial services company, which allows Peterson Wealth Services, Inc to work closely with you to create custom strategies for your short- and long-term financial challenges.
FINANCIAL PLANNING FOR TOMORROW
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1523 East Skyline Drive – Suite C
South Ogden, UT 84405
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