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Get a second opinion

Do you need a ‘Second Opinion’ on your family’s financial plan?

We believe it’s important to get a second opinion on your family’s financial plan.

We’d like to help, if we can, and to that end, here’s what we offer:

A cup of coffee + a Second Opinion = Win-Win

By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you briefly to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio for and with you.

If we think your investments continue to be well suited to your long-term goals – we’ll gladly tell you so, and send you on your way.

If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.

Either way, the coffee is on us.

To schedule your Second Opinion appointment call Tom Scanlon at
860-645-1515 or fill out the short form on the right.

Second Opinion service is best suited for portfolios over $200,000.

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Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC
These services are not available in all states. We may only transact business in your state if first registered, excluded or exempted from state broker dealer, investment adviser, BD agent or IA rep registration requirements. Please contact us for approval in your state. No follow up or individualized responses will be made by the firm, or its representative, in the state unless all registration requirements have been complied with by the firm and its representatives. 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.

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