Old York Advisors balances its personalized service with the large corporate resources of the financial powerhouse Raymond James.
Raymond James reinforces the advantages of objectivity and independence that Old York Advisors provides and adds its financial strength.
In 1962 Bob James set out to build a different kind of financial services firm – one that would focus on long-term planning. Since then, Raymond James has been a leader in the industry dedicated to independence, integrity, conservative risk management, and always putting clients and the advisors who serve them first.
Raymond James provides the significant advantage of offering a broad selection of non-proprietary investment products. In addition, Raymond James offers quality research in a broad range of areas to support high quality investment advice.
Through Old York Advisors’ partnership with our clients we can together choose the investments that support our clients’ lifestyle, needs, and desires.
We invite you to discover how the team of Old York Advisors and Raymond James can help you progress to your goals.