Excel Securities Raymond James

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0.0000 stars - based on 0 reviews
6729 N Palm Ave Ste 200 Fresno, California 93704
(559) 490-6250
 
 

About

Excel Securities Raymond James is located at the address 6729 N Palm Ave in Fresno, California 93704. They can be contacted via phone at (559) 490-6250 for pricing, hours and directions. Excel Securities Raymond James specializes in Estate Planning, Avocations, Real Estate.

Excel Securities Raymond James has an annual sales volume of 501K - 999,999. .For more information contact Wendy Ferdinandi, Owner

Excel Securities Raymond James provides Direct Deposit, Federal Returns, Health Insurance to it's customers. For maps and directions to Excel Securities Raymond James view the map to the right. For reviews of Excel Securities Raymond James see below.

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Business Features

PRODUCTS

  • Key Man Policies , Mutual Funds , CDs , Corporate Bonds , Business Continuation Plans , Stocks , IRA Accounts , Credit Cards , Mortgages , Checking Accounts

SERVICES

  • Health Insurance , Direct Deposit , Sales Tax Returns , Permanent Life Insurance , Federal Returns , Credit Counseling , Online Services , Bonds Issued , Bill Payment Services , Power of Attorney

BRANDS

  • The Hartford , Microsoft , Peachtree , Travelers , Great Plains

SPECIALTIES

  • Educational Savings Plans , Estate Planning , Avocations , Children & Teens , Management Consulting , Retirement Planning , Investment Planning , Warehouses , Real Estate , Mutual Funds
 
Information

CONTACT INFORMATION

Phone: (559) 490-6250

ADDITIONAL INFORMATION:

Certifications: Chartered Asset Manager, Certified Financial Planner, Registered Investment Advisor

Certifications Syn: Cfp

Corporate Name: Raymond James Financial, Inc.

Employee Size: 1 To 4

Exact Employee Count: 3

Exact Sales Volume: 750000

Location Type: Single Location

Professionals On Staff: Analysts

Sales Volume: 501K - 999,999

CATEGORIES:

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Key Contacts
    • Wendy Ferdinandi
    • OWNER
    • Phone: (559) 490-6250