Raymond James & Associates - Palm Desert, California

Address: 73130 El Paseo Ste O, Palm Desert, CA 92260.
Phone: 603401618.
Website: raymondjames.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.

📌 Location of Raymond James & Associates

☎️603401618

Raymond James & Associates - Palm Desert Branch

Raymond James & Associates, located at 73130 El Paseo Ste O, Palm Desert, CA 92260, is a reputable firm specializing in financial planning and consulting services. Contact them via telephone at 603401618 or visit their website raymondjames.com for more detailed information.

This branch of Raymond James & Associates offers a variety of financial planning and financial consulting services. Their specialties include personalized financial advice, investment strategies, retirement planning, and wealth management. What makes this branch particularly accessible is their commitment to providing a wheelchair accessible entrance, parking lot, and restroom ensuring that all clients, regardless of physical ability, can access their services comfortably.

While Raymond James & Associates has garnered 1 review on Google My Business, the average opinion is concerningly low at 1/5. While this single-star rating doesn't paint an entirely negative picture, it certainly indicates room for improvement in service quality. Potential clients should be aware that opinions can vary widely, but this rating warrants a careful examination of their services.

Some key points of interest to note when considering Raymond James & Associates include their wheelchair accessibility, which demonstrates a commitment to inclusivity. However, the low average opinion suggests potential issues such as service quality, communication, or overall client satisfaction that prospective clients should investigate further.

For individuals looking to secure their financial future, it's crucial to conduct thorough research. Given the mixed feedback, appointments are recommended to ensure you have the chance to meet with a representative and gauge the firm's suitability for your needs. Don't hesitate to visit their website raymondjames.com for more information.

👍 Reviews of Raymond James & Associates

Raymond James & Associates - Palm Desert, California

Ingrid M.

1/5

My experience with John Crespy left me questioning his methods of handling my Trust and IRA accounts. He mixed up the accounts when buying stocks and had me in high risks investments. As a 70 yr old woman I would not have wanted to take that risk. I told him this but after rereading the agreement he had me sign I realized that he had in fact entered that as my choice. In less than 2 months he had accrued almost $20,000 in commissions. When I contacted Raymond James they refused to investigate this because of the agreement I signed. I discussed this with my dear friend who had recommended him.
It was at that point that both of us decided to leave Raymond James and John Crespy. My friend was one of his biggest accounts. The high risk he took did not pay off