John Ferguson Email & Phone Number

Pennsylvania, United States

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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Monroeville, Pa

-Investment Planning using the Envision® planning process helps our investors gauge whether or not they are on track to meet their goals that are most important to them -Educating clients about how and why we use specific strategies –Helping parents and grandparents develop strategies to help pay for higher education for their children and grandchildren –Determining the proper asset allocation to meet a comfortable risk level for our clients -Try to have at least two advisors sitting in on client meetings for greater knowledge and service to our clients -Help clients to identify their lifetime goals and attach a probability of achieving those goals throughout their lifetimes -Helping business owners to choose and maintain the proper retirement plans for their employees -Helping and educating retirement plan participants about their retirement plans and how to use tools to allow then to save and invest properly for their future income needs -Helping investors to protect their assets using a variety of insurance products including variable annuities, Long Term care policies, Universal Life, and term insurance policies, Second to die and insurance policies for succession planning within my clients business -We work with our clients on their Estate Investment Planning - Work with our client’s Tax professionals, and Estate Attorneys to provide a comprehensive approach to their entire financial picture - Can provide access to lending services through Wells Fargo affiliates - We believe that a client should be able to talk with a member of our group anytime they call during normal business hours so we aim to never use voicemail unless it is after hours.Wells Fargo Advisors does not provide tax or legal advice.Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Bachelor Of Science (Bs), Finance

Diploma, General Studies