Business Description
Our team specializes in wealth accumulation planning for driven individuals. We provide customized and focused planning around client's goals and major life transformation events, such as: Job Changes, Retirement, Sale of a Business/Property, Inheritance
Our advisors' approach to investing is straightforward: we commit to becoming your partner in building the future you desire. We understand that your financial goals are intertwined with your life goals. Your confidence is as important to us as the growth of your assets. The development of a comprehensive wealth plan that will help you succeed in your investments and in life is paramount.
Since 1981, we have remained focused on our clients. As professional, independent advisors with Raymond James, our concentration is centered on your best interests. The world in which we live, especially the investment world, will constantly change. Our commitment at Foley & Foley Wealth Strategies will not.
Foley & Foley Wealth Strategies is an INDEPENDENT FIRM.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for more information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or the use of information regarding any website's users and/or members.
Address & Contact
- Street:
- 450 W Wilson Bridge Rd, Suite 100
- Postcode:
- 43085
- City:
- Columbus
- State:
- Ohio
- Zip:
- 43085
- Phone:
- 614.431.4310
- Website:
- www.FoleyWealthStrategies.com
- Category:
- Bank Financial Services
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