Business Planning

Our team helps you navigate through the unique day-to-day challenges you face as a business owner. By gaining a thorough understanding of your business objectives, we develop, implement and monitor strategies for the future success of your business.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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 is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.Securities offered through Raymond James Financial Services, Inc., member, FINRA/SIPC, marketed as Professional Planning Group. Investment advisory services offered through Professional Planning Group. Professional Planning Group is registered as an investment adviser and is independent of Raymond James. Professional Planning Group is separately owned and operated and not independently registered as a broker-dealer.Additional information, including management fees and expenses, is provided on our Form ADV Part 2 at www.adviserinfo.sec.gov. As with any investment strategy, there is potential for profit as well as the possibility of loss. Past performance is not a guarantee of future results.Privacy, Security & Account Protection Raymond James Legal Disclosures (including Form CRS)

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Westerly, RI 02891

Phone: 401.596.2800
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