Introducing René Babin and Leslie Eckland
In 2017 we joined Raymond James with over 40 years of combined experience within the financial services industry. Raymond James was a clear choice as the company annually establishes itself as a top-rated full-service brokerage firm. At Raymond James we are able to service clients independently, develop personalized financial solutions, and are supported in our focus of helping our clients achieve their unique financial goals.
We embrace our fiduciary responsibility as financial advisors. Trusted financial advice, high quality investment solutions, and a commitment to service are the foundational pillars of our financial planning focus. Our process facilitates the creation and preservation of client wealth by harmonizing a client’s personal values and goals with the appropriate wealth management strategy. Through holistic assessment of your current financial situation, recognizing both short- and long-term objectives, we develop a customized plan to effectively guide every financial decision.
The scope of our services expands across investment management to the areas of retirement, tax, business, and estate planning. We are devoted to helping clients make informed financial decisions at all stages of life, achieve personalized solutions, and navigate specific challenges to reach their financial destinations. We can help regardless of your situation, and look forward to sharing more about our approach and practice.