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Raymond James & Associates

4035 Ridge Top Road, Suite 550
Fairfax, VA 22030

(703) 222-5899

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Contact Information

Main
(703) 222-5899
Toll-Free
(800) 982-3035

Who We Are

Raymond James and Associates  has offices throughout the northern Virginia area.

Services include financial planning and investments (40l(k), IRS, estate planning), investment banking, asset management, banking, insurance, taxes and estate planning, durable powers of attorney, and trust services (which include revocable living trusts, credit shelter trusts, irrevocable trusts, generation skipping trusts, QTIP trusts, minor's trusts, charitable remainder trusts). Specializes in serving the needs of retired clients and clients nearing retirement. Works closely with client's other trusted advisors such as estate attorneys, CPAs, etc. so the entire picture of a client's financial situation is understood.



Fees are decided according to customer choice between an asset-based relationship (where advisor is compensated based on a percentage of asset under management) or a transaction-based relationship (traditional commission structure). Financial services are offered to individual investors, corporations and municipalities throughout the United States, Canada and overseas.



Other locations in Arlington, Springfield, Vienna and McLean, Virginia.

Who We Serve

Languages Spoken
English
Service Area(s)
Arlington County
,
Fairfax City
,
Fairfax County
,
Falls Church City
,
Fauquier County
,
Loudoun County
,
Manassas City
,
Manassas Park City
,
Prince William County
,
Stafford County

Cost & Payment Methods

Payment Method(s)
Private Pay
,
Veterans Administration

Age Requirements
0-5
,
6-12
,
13-21
,
22-55
,
56-60
,
60+
Family
No

Self Refer
Yes