Hear from our clients

“As a retired banking executive, I was very comfortable with all aspects of personal investing. In my business career my hiring strategy was predicated on measuring both competence and character. I used the same criteria in selecting a financial advisor… While their competence is exceptional, frankly, there are several firms in the business that are competent. It is their character, their personal integrity, their unquestionable honesty, their putting the client first mentality that truly sets them apart. I have been a client for 10 years and my respect for this firm continues to grow.”

Brian C.

“I was referred to Raymond James, particularly Dan Washington. Reluctant to move from a familiar investment provider that I had been involved with over a decade, the sojourn seemed so daunting. After time I had cause to engage the services of Dan Washington and I have not looked back since. Not only has Dan become a trusted investor and advisor but the team of Karen and Nathan behind him provides reassurance that the choice was right to move to Raymond James in the Brooklin office. Not being seasoned in the world of finance and trade, they, as a team, have been patient and a beacon of light through our ignorance of finance. Their advice during strong markets and weathering stormy, turbulent trade times, has strengthened our confidence in this dynamic team. Dan, Karen and Nathan have been nothing but great business partners with the friendliest and most welcoming personalities. The most genuine team with a breadth of knowledge and experience. Thank you for making sure our future is secure.”

Linda C.