Process - The Forumula - Relationship Management

Relationship Management

When new challenges emerge, we consult experts in our exclusive network who provide deep knowledge in specialties from estate planning and life insurance to derivatives and valuation. Together, we discuss your specific situation and develop custom-tailored recommendations. If you choose to move forward, you can implement our recommendations through your personal team or work directly with our professionals/advisors. Either way, relationship management enables us to provide valuable, customized advice for every part of your financial life.

This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for 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.

Birch Cove Group, Ltd. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Birch Cove Group, Ltd. and Raymond James Financial Services Advisors, Inc.