Whether you are a client, another adviser to a client, or a prospective client, to us you are a "friend of the practice". We love it when clients and their advisers share their MAP relationship with their friends and family, but that is their decision and not ours. Your relationship with us is confidential and held in strictest confidence.
In addition, cybersecurity is a top priority for My Advisor & Planner, and we continue to invest heavily in order to keep your non-public information private. To keep your sensitive information like statements, social security numbers, and account numbers secure, we provide our "friends of the practice" with RJ Box. Not only are you able to securely exchange electronic documents with the team at My Advisor & Planner, but you are able to use RJ Box to exchange documents with your CPA, attorney, and other advisors.
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65 N. River Lane, Suite 212, Geneva, IL 60134 | (630) 457-4068
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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. 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.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. My Advisor & Planner, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
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