Providing the highest level of financial advice and guidance to you and your family requires a very orderly approach. Here is how we go about establishing a professional relationship, providing financial guidance and serving you throughout the years. It involves a number of steps, but we believe it is time well spent – because it can enhance the quality of outcomes by addressing the situations that impact your financial life.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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