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Why We Are Different

Raymond James

An important part of our role as financial advisors is seeking investment opportunities that we believe will best help our clients achieve their financial goals. Our affiliation with Raymond James supports this role by giving us the freedom to objectively search the marketplace for investment opportunities, not limiting us to specific, pre-selected products.

Raymond James has been repeatedly recognized as one of the nation's leading financial services companies. The relationship the advisors at P.A. Schopen & Associates have with Raymond James allows them to operate independently and objectively in serving their clients. It creates a culture of independence that makes us different from many other firms in the marketplace.

Raymond James is different by design. In their culture of independence, the financial advisors at Raymond James are uniquely free to provide advice that is both personalized and unbiased. We believe that the independent nature of our investor/advisor relationship fosters long-term relationships not typically experienced at other firms.

Advisors at Raymond James are continuously educated and remain informed of current events and market trends that have the potential to influence the stock market. From their personal experience and educational resources, they can offer detailed explanations of the many investment choices available that work toward achieving clients' personal financial goals.

Raymond James advisors understand that financial planning may easily stretch far beyond Wall Street with concerns like significant family changes, retirement fund distribution planning, unexpected health changes, the need for long-term care planning and more. Their experienced advisors serve as the "point men" and "point women" of our clients' financial lives. They work one-on-one with their clients to develop financial strategies as independent as the clients themselves, and strive to proactively guide clients in the right directions as challenges and changes to those plans arise.

Watch our video, "The Power of Independence" to further understand the advantages that the independent advisors at Raymond James offer.