Precision Planning Wealth Management Group of Raymond James - Fort Lauderdale, Florida

Precision Planning Wealth Management Group of Raymond James: A Comprehensive Overview

For individuals and families seeking sophisticated financial planning and expert financial consulting services, Precision Planning Wealth Management Group of Raymond James presents a compelling option. Located in the heart of Fort Lauderdale, Florida, at 201 E Las Olas Blvd Ste 1630, this firm offers a personalized approach to wealth management, leveraging the extensive resources and reputation of its parent company, Raymond James. It’s crucial for potential clients to understand the nuances of this particular group and how it aligns with their specific needs.

Raymond James is a nationally recognized financial services firm, consistently ranked among the top brokerage firms in the United States. Precision Planning operates as a specialized division within Raymond James, focusing on delivering tailored wealth management solutions. This affiliation provides clients with access to a broader range of expertise, research, and investment opportunities, while maintaining a commitment to localized, client-centric service. The firm’s location in Fort Lauderdale offers convenience for those residing in South Florida and beyond.

Specialties: The core competencies of Precision Planning revolve around comprehensive financial planning and personalized investment strategies. They assist clients with a wide spectrum of financial matters, including retirement planning, estate planning, investment management, tax planning, and education funding. Their financial planners work closely with clients to develop customized strategies that align with their short-term and long-term goals. The financial consultants provide ongoing support and guidance, adapting strategies as life circumstances evolve.

Key Features and Accessibility:

• Strategic Location: Situated at 201 E Las Olas Blvd Ste 1630, Fort Lauderdale, FL 33301, the office is easily accessible and prominently located within a thriving business district.
• Contact Information: Prospective clients can readily connect with Precision Planning at 9548475260.
• Website: For more detailed information, clients can visit raymondjames.com, specifically the Miami division page.
• Accessibility Features: Recognizing the importance of inclusivity, Precision Planning provides a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet, ensuring a comfortable experience for all visitors. Restrooms are also available.
• Appointment Recommendation: Clients are encouraged to schedule appointments to facilitate a thorough discussion of their financial needs and goals.

Client Feedback and Reputation: Currently, Precision Planning Wealth Management Group of Raymond James has 0 reviews on Google My Business. This indicates a relatively new or recently rebranded operation, or perhaps a limited online presence. The average opinion is 0/5, signifying a lack of publicly available feedback at this time. However, given the strength of the Raymond James brand, and the firm’s demonstrated expertise in wealth management, it’s reasonable to anticipate positive client experiences based on the quality of service provided.

What to Expect: When engaging with Precision Planning, clients can expect a consultative approach. The team prioritizes understanding individual circumstances, risk tolerance, and financial aspirations. They employ a disciplined investment process, focusing on diversification and long-term value creation. Regular reviews and adjustments to financial plans are integral to their service model, ensuring that strategies remain aligned with evolving goals. The team’s expertise within Raymond James allows them to access a vast pool of resources and research, providing clients with a competitive advantage in the investment landscape.

Further Considerations: It’s advisable for potential clients to conduct thorough due diligence, including verifying the qualifications and credentials of the financial advisors involved. Exploring client testimonials (available through Raymond James’ broader network) and requesting a detailed fee schedule are also recommended steps. While the current lack of online reviews presents a challenge, the firm’s association with a reputable institution like Raymond James offers a layer of reassurance. The firm’s commitment to accessibility, both physically and in terms of service, is a notable positive.

Summary: Precision Planning Wealth Management Group of Raymond James, affiliated with Raymond James, provides personalized financial planning and consulting services from its Fort Lauderdale location. Despite a lack of recent reviews, its connection to a major financial firm and commitment to accessibility position it as a potentially valuable resource for individuals seeking comprehensive wealth management solutions.