Maxwell Wolk/Raymond James
When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture.
Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.
Their deliberate nature and thoughtful approach to financial planning has led to a history of strength and steady, stable growth. The company’s conservative approach began in 1962 when Robert James put the word “Investments” after his name. Since then, Raymond James advisors have been crafting meticulously tailored, holistic financial plans to help ensure their clients can retire and realize their individual financial goals.
Nancy Herrington & Sarah Senior/Insperity
Insperity is a full-service HR Company that helps clients strengthen and streamline their business. Their proven approach helps better manage costs and minimize risk, helping businesses get ready-to-use HR infrastructure that they need to be more efficient and profitable, while showing them how to maximize their performance and productivity.
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