Our Firm

 

Our team assists investors in a full range of financial services and retirement planning services. We are structured so that we can offer our clients genuinely independent and objective advice on how to gain financial independence. We provide our customers with unsurpassed customer service and a indepth knowledge of investing. Independent means we’re objective and unbiased in helping you select appropriate strategies designed to meet your dreams.

The Barboursville, West Virginia, Raymond James Financial Services, Inc (RJFS) office was established in 1997. RJFS remains one of the nation’s premier firms for independent advisors like Todd Dudley and Robert V. Harrison. RJFS is where Todd and Robert hold their various regulatory licenses while providing clients with almost unlimited choices of investment, insurance and potential tax reducing financial products and services. Uniquely, RJFS has no incentives or requirements to offering any of their proprietary products. In addition to a nearly unlimited array of financial products and services, RJFS provides clients protection through SIPC account protection.  (Does not protect against market loss.  Please visit www.sipc.org for more information about SIPC.)

Our Firm is committed to unsurpassed customer service and uncompromising attention to detail as we strive to help you achieve your personal financial goals. Your financial future is important to us, as it is to you.

We offer portfolio services for individuals, retirement plans, trusts, endowments and foundations. Our dedicated professionals and support staff work diligently to provide careful review of your current financial situation, your risk tolerance, your personal priorities, and your time horizon, and suggest appropriate financial strategies to reach your personal goals.

We work toward helping our clients reach their financial dreams. We develop retirement plans for business owners and their employees. We help all of our clients to overcome the effects of  taxes and inflation. Whether you are just entering the work force or on the verge of retirement , we have years of experience designing investment strategies for hundreds of individuals and corporate clients. We may help you reach your financial dreams as well.

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