Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, I’m here to provide you with a personalized financial road map based on your goals, your time frame and your particular tolerance for risk.
I'm Dan Frost of The Frost Group, and I can provide you with just the right combination of financial services, support and guidance that make the most sense for you. I’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
Our promise is to deliver our very best in planning for your family, in both service provided and solutions available. My team and I strive to keep our training and education up-to-date to ensure we serve your needs in the best way possible. All of our solutions come in WRITING, and we strive to answer your questions within 24 hours.
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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