of those automated phone service menus?
of being put ‘on hold’ for what
seems to be an eternity?
Tired of being paid attention
to only when you’re asked to buy something?
Maybe it’s time you
meet people who don’t march to the
same old tune.
it’s time you meet us:
The Cavalena Group at Raymond James
are the Raymond James Financial Services
Team who has earned the trust of hundreds
of discerning individuals who represent
virtually every occupation and walk of life.
Our clients not only come from throughout
our home state of Ohio. They also come to
us from 31 other states across America and
from 10 foreign countries.
We will to earn your trust,
too, the same way we earned theirs - by
firmly adhering to the following principles:
believe in intelligent, thoroughly researched
and highly personalized financial management,
tailored precisely to fit the financial
goals and special needs of each individual
believe that caution is always the better
part of any investment strategy. To us,
capital preservation as well as growth,
is a critical part of
any investment plan.
believe that portfolio allocations should
be carefully balanced because this strategy greatly reduces volatility
and risk under changing economic climates.
believe in service, too – service
that is always prompt and courteous, service
backed by integrity that always puts our
client’s interests first.
And since we are part of
Raymond James, we can put to work for you
the vast resources of one of the world’s
most trusted and respected names in financial
services. This includes in-depth, timely
research, state-of-the-art information and
reporting technology, plus and a full range
of financial products.
Being part of Raymond James
gives us full independence in the products
we recommend. We are free to be client oriented,
not sales oriented.
principles and resources are the keys to
our success. That’s why our clients
stick with us through bull markets and bear
markets. That’s why they stay with
us and refer us to others even when they
move out of state or out of the country.
Now, we invite you to learn
more. Look through the enclosed information.
Talk to your friends and business associates
who know us.
find that no one will work harder to help manage your money. And nobody will
work harder to help achieve your financial
So when you need it, you’ll
have it – the means to realize your
Cavalena Group at Raymond James Financial
Dedicated to Helping You Guard Your Capital
and Manage Your Wealth.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC