Our Services

Our relationship with every client begins with an in-depth evaluation of your current financial situation. We work with you to determine your overall financial objectives, and then focus on your specific goals and risk tolerance. In an ever-changing economic climate, with ups and downs in the various markets, we advocate investing over the long-term, and remaining focused on your goals.

Customer Service is our #1 priority. We provide our customers with timely statements on their accounts, periodic portfolio reviews, quarterly reviews face-to-face, and information when you want it, as accessible as a phone call. We offer on-line, easy access to your account through the RJFS website. We are happy to assist our clients in any way possible with fast and accurate service. Most importantly, we value the trust our clients place in us.