The Lattig Scott Group of Raymond James - Modesto, California

The Lattig Scott Group of Raymond James: A Comprehensive Overview

The Lattig Scott Group, operating under the esteemed Raymond James organization, is a premier financial planning and financial consulting firm dedicated to providing comprehensive and personalized financial solutions. Located at 832 12th St Ste 601, Modesto, CA 95354, United States, the group offers a discreet and professional environment for clients seeking to navigate the complexities of their financial lives. Their commitment to client success is evident in their meticulous approach and dedication to building long-term relationships.

Location and Accessibility

Clients can easily reach The Lattig Scott Group at their Modesto office. The address is 832 12th St Ste 601, Modesto, CA 95354. For those requiring assistance with mobility, the office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring convenient access for all. Furthermore, a wheelchair-accessible toilet is available on-site, demonstrating a strong commitment to inclusivity. Appointments are strongly recommended to guarantee dedicated time and attention for each client’s needs. The phone number is 2095791287, and their website, raymondjames.com, provides valuable resources and information.

Specialties and Services

The Lattig Scott Group specializes in a wide range of financial planning services tailored to meet the diverse needs of their clientele. These services include, but are not limited to: retirement planning, investment management, estate planning, tax planning, and education funding. They understand that financial planning is not a one-size-fits-all approach. Instead, they meticulously assess each client’s unique circumstances, goals, and risk tolerance to develop a customized strategy that aligns with their individual aspirations. The team leverages the extensive resources and expertise of Raymond James, a nationally recognized financial services firm, to offer clients access to a broad portfolio of investment options and sophisticated planning tools.

Client Testimonials and Reputation

The Lattig Scott Group has garnered a strong reputation for its client-centric approach and commitment to delivering exceptional results. As evidenced by their three reviews on Google My Business, clients consistently praise the team's thoroughness, professionalism, and genuine care for their clients’ financial well-being. Feedback highlights the team’s ability to instill confidence and clarity regarding future financial prospects. For instance, one client commented that Alana was “very thorough and made me feel very confident in my financial future,” and another noted that the team “put together a solid plan for financial management.” These sentiments underscore the firm's dedication to building trust and fostering long-term relationships. The average opinion is a remarkable 5/5, reflecting the overwhelmingly positive experiences of clients.

Key Characteristics and Approach

Several key characteristics define The Lattig Scott Group’s approach to financial planning. Firstly, they prioritize a personalized service, taking the time to understand each client's unique situation and goals. Secondly, they employ a holistic approach, considering all aspects of a client’s financial life – from income and expenses to investments and estate planning. Thirdly, they maintain a conservative and disciplined investment philosophy, focusing on long-term growth and risk management. They also provide ongoing support and guidance, regularly reviewing and adjusting financial plans as needed to reflect changing circumstances. The team’s dedication extends beyond simply providing advice; they act as trusted advisors, partnering with clients to achieve their financial dreams. They emphasize transparent communication and education, ensuring clients are fully informed and comfortable with their financial decisions. Appointments are recommended to allow for comprehensive discussions and detailed plan development. The firm’s commitment to accessibility, both physically and through readily available communication channels, further enhances the client experience.

Further Information

For more detailed information about The Lattig Scott Group and their services, we encourage prospective clients to visit their website at raymondjames.com. You can also contact them directly at 2095791287. The firm's dedication to client service and financial expertise makes them a valuable resource for individuals and families seeking to secure their financial future. They consistently prioritize client needs and build lasting relationships based on trust and mutual respect.

👍 Reviews of The Lattig Scott Group of Raymond James

Joshua C.

5/5

Alana was very thorough and made me feel very confident in my financial future.

Ronald M.

5/5

Great guy. Put together a solid plan for financial management.

Mike D.

5/5