Raymond James Financial Services


Total Votes: 32  
Interest: 313

251/378-7877
3929 Airport Blvd. BLDG 3 STE 102
Mobile, Alabama 36609

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Business Planning

During this significant emotional and financial event, it’s imperative to have someone by your side carefully reviewing the deal and keeping your best interests in mind as you cede control of something you’ve tended to for years. You’ll also need to factor in how the proceeds will fit into your overall financial and retirement income plan – in the most tax-efficient way possible.

We can work with you to properly value your business, create a succession plan designed to maximize its financial potential, and address the details essential to all parties concerned. Alongside other professionals such as your tax professional and attorney, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business. Together, we ensure your interests are well represented as you transition out of your business and move on to the next stage of your life.

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Raymond James Financial Services
John Robb
3929 Airport Blvd. BLDG 3 STE 102
Mobile, AL 36609

Phone: 251/378-7877

We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through lifes most important milestones. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.

We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and were committed to delivering our best advice to help you get there.