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 Thanks for taking the time to use your website. We’ve created a place that we hope works for you; let us know your suggestions on how we can improve this service.

At any time during normal business hours, call our office for assistance with navigation of the tools offered here:

  • Account Access takes you to the Raymond James website where you can check your accounts.
  • Document Vault provides you secure access to your personal documents for your convenience - from anywhere in the world.
  • Our Internet Favorites leads you to some internet resources which we use ourselves.

 

Enjoy!


 
1510 Royal Palm Square Blvd. Suite 103
Fort Myers, FL   33919
Phone (239) 936-6300    Fax (239) 936-0780
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Securities offered through: Raymond James Financial Services, Inc., Member FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James and Uhler and Vertich Financial Planners are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James and Uhler and Vertich Financial Planners are not responsible for the content of any website or the collection or use of information regarding any website''s users and/or members.

Please see the Raymond James Financial Services privacy policy here.

Check the background of this firm and investment professionals on FINRA's BrokerCheck.
Check the background of this firm and investment professionals on FINRA's BrokerCheck