Financial GuidanceThat Feels Like Home
Strolling the streets of our town, you find quaint shops and friendly faces greeting you – the kind that welcome you by name and know why you’ve come. That feeling of connection is one of the reasons we’ve built our lives and our businesses here. At Cranbrook Financial Partners of Raymond James, we value long-term relationships with our clients and they appreciate the specialized support we provide them.
We invite you to a financial planning experience you can feel at home with – one where you’re treated like family, and where we’re looking out for you at every corner.
Get to know Our Team
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.