Raissi & Co. is a privately owned multifamily independent office of Raymond James, comprised of a wealth solution team dedicated to serving founders, entrepreneurs, and ultra-high-net-worth families.
Our vision is to reinvent the wealth experience for our clients by promoting expanded access to an ecosystem of ideas, solutions, and talent, which reflects our commitment to transforming how wealth management and financial services are delivered.
Here's how we make that vision a reality for our clients:
• Reinvent the Wealth Experience: We're committed to creating new, improved ways of managing and growing wealth beyond traditional methods focused on innovation and a client-centric approach.
• Promoting Expanded Access: We strive to make these new, improved services more widely available to a broader range of clients, especially those without access to such resources.
• Ecosystem of Ideas, Solutions, and Talent: We've created a client-centric firm of interconnected services and expertise.
These services and expertise may include:
• Ideas: Innovative strategies and approaches to wealth management.
• Solutions: Practical and effective financial products and services tailored to my clients' needs.
• Talent: Access to skilled professionals who bring expertise and insights to help clients achieve their financial goals.
As a firm with a long history in investing and entrepreneurship, we are committed to championing the well-being of founders, entrepreneurs, and business innovators, enriching the lives of the families we assist at Raissi & Co.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Of Raymond James
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Raissi & Co. Questions
Raissi & Co.'s website is https://www.raymondjames.com/josephraissi/
Raissi & Co.'s LinkedIn profile is https://www.linkedin.com/company/raissi-co
Raissi & Co. has
2 employees.
View email and phone details for 2
employees at Raissi & Co..
Raissi & Co.'s industry is
Financial Services
Raissi & Co.'s top competitors are
Elevation Church,
Raissy Trading And Contracting Company Ltd.,
Wealth Advisors Of Tampa Bay,
Bakuza,
Wonderland,
La Cava Jacobson & Goodis,
Wildpath,
Chirp Pr,
C'events,
St. Petersburg Arts Alliance.
Raissi & Co.'s categories are Financial Services
Raissi & Co.'s founding year is 2008
