Raymond James Financial Services | Peoples Bank - Newton, North Carolina

Raymond James Financial Services | Peoples Bank – A Detailed Assessment

For individuals and families seeking comprehensive financial consulting services, Raymond James Financial Services | Peoples Bank presents itself as a noteworthy option. Located at 518 W C St, Newton, NC 28658, and readily accessible at 8464562055428, this institution offers a blend of financial expertise and a commitment to personalized service. The company's website, raymondjames.com, provides a detailed platform for exploring their offerings and services. This overview will delve into the specifics of Raymond James Financial Services | Peoples Bank, examining its specialties, location, accessibility, and recent customer feedback.

Specialties and Services

Raymond James Financial Services | Peoples Bank primarily operates as a financial consultant, specializing in a wide array of services designed to meet diverse client needs. These typically include:

• Investment Management: They assist clients in developing and implementing investment strategies aligned with their financial goals, risk tolerance, and time horizons. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
• Retirement Planning: A key focus is on helping clients plan for a secure retirement, encompassing retirement savings strategies, income planning, and estate planning considerations.
• Financial Planning: The firm offers holistic financial planning services, addressing areas such as budgeting, debt management, insurance planning, and tax planning.
• Estate Planning: Raymond James assists clients in safeguarding their assets and ensuring their wishes are honored through estate planning services, including wills, trusts, and power of attorney documents.
• Banking Services (through Peoples Bank): As a subsidiary of Peoples Bank, clients can also access a range of banking services, including checking and savings accounts, loans, and other financial products.

Location and Accessibility

The physical location at 518 W C St, Newton, NC 28658, provides clients with a dedicated space to meet with their financial consultant and discuss their financial matters. Beyond the physical location, Raymond James Financial Services | Peoples Bank prioritizes accessibility for all clients. Specifically, the facility is:

• Wheelchair Accessible: The entrance, parking lot, and restroom are all designed to be accessible to individuals using wheelchairs.
• Language Assistance: They offer language assistance services to cater to clients who prefer to communicate in a language other than English.
• Restroom Facilities: Standard restroom facilities are available for client use.

Customer Feedback and Reputation

Currently, Raymond James Financial Services | Peoples Bank has 1 review on Google My Business, resulting in an average opinion of 1/5. This suggests a significant area for improvement. While the single review is insufficient to form a comprehensive judgment, it highlights the importance of actively soliciting and responding to client feedback. The low rating warrants a thorough investigation into the reasons behind the negative experience. It’s crucial to understand if the concerns relate to specific service issues, communication breakdowns, or unmet client expectations. The firm should actively seek to address these issues and demonstrate a commitment to providing exceptional service to regain client confidence.

Additional Points of Interest

Raymond James Financial Services | Peoples Bank identifies itself as a women-owned business, reflecting a commitment to diversity and inclusion. This characteristic may resonate with clients who value supporting businesses led by women. Furthermore, the firm’s dedication to accessibility extends beyond physical facilities, encompassing language assistance and a supportive environment for clients with diverse needs. The combination of specialized financial services, a convenient location, and a focus on inclusivity positions Raymond James Financial Services | Peoples Bank as a potential partner for those seeking professional financial guidance. However, the recent negative feedback underscores the need for proactive engagement with clients and a sustained effort to deliver consistently positive experiences. Their commitment to being LGBTQ+ friendly is another positive aspect often valued by a broader clientele.

👍 Reviews of Raymond James Financial Services | Peoples Bank

Michael W.

1/5