FINANCIAL
GUIDANCE
FOR A
FULFILLING LIFE.
PARTNERS
Your life is so much more than a portfolio and it deserves to be lived that way.
We strive to help our clients obtain confidence, security, and financial freedom through every milestone. We believe that successful individuals need more than a financial advisor. You deserve someone who understands you.
PARTNERS
Your life is so much more than a portfolio and it deserves to be lived that way.
We strive to help our clients obtain confidence, security, and financial freedom through every milestone. We believe that successful individuals need more than a financial advisor. You deserve someone who understands you.
Financial Services
Financial Planning
We are dedicated to helping our clients build the life they want. Your financial plan is more than just a portfolio. Using a holistic lens, we create a strategy designed to meet today’s needs and plans for future objectives.
Portfolio Management
Our investment management approach is custom-tailored to help meet your needs. We closely monitor performance and adjust allocation as needed. To ensure our clients feel fully informed and communicated with, we provide clear and transparent reports on an ongoing basis.
Qualified Retirement Plans
We offer Qualified Retirement Plan design and implementation services for businesses.
Financial Services
Financial Planning
We are dedicated to helping our clients build the life they want. Your financial plan is more than just a portfolio. Using a holistic lens, we create a strategy designed to meet today’s needs and plans for future objectives.
Portfolio Management
Our investment management approach is custom-tailored to help meet your needs. We closely monitor performance and adjust allocation as needed. To ensure our clients feel fully informed and communicated with, we provide clear and transparent reports on an ongoing basis.
Qualified Retirement Plans
We offer Qualified Retirement Plan design and implementation services for businesses.
WORKING WITH RAYMOND JAMES
Birch Cove is an independent advisory firm that does not hold assets on behalf of our clients but rather utilizes the custodial and brokerage services of Raymond James Financial Services.
Raymond James Financial Services has a respected reputation and supports our firm in many ways including: providing leading investment research, enabling access for our team and clients to innovative technologies, and offering operational and trading support.
Need A Financial Advisor You Can Trust?
800 Nicollet Mall
Suite 2500
Minneapolis, MN 55402
P: (612) 315-24011
F: (612) 315-2432
800 Nicollet Mall
Suite 2500
Minneapolis, MN 55402
P: (612) 315-24011
F: (612) 315-2432
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.
Links are being provided for information 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 use of information regarding any website's users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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