VistaCrest Financial / Raymond James

Directions Website

VistaCrest Financial / Raymond James Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. http://www.RaymondJames.com/vistacrest

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

VistaCrest Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome co...
11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

raymondjames.com

October is Cybersecurity Awareness Month — an opportunity to help plan sponsors reinforce the importance of protecting p...
11/02/2026

October is Cybersecurity Awareness Month — an opportunity to help plan sponsors reinforce the importance of protecting participants' retirement savings. The Employee Benefits Security Administration outlines 12 cybersecurity best practices, including risk assessments, employee training, strong access controls and incident response planning. Regularly reviewing these practices can help safeguard sensitive participant information and plan assets.

dol.gov

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affec...
10/30/2026

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affect monthly benefit amounts, it can also be a useful time to revisit retirement income, spending needs and how Social Security fits into a broader financial plan:

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
10/30/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:
10/29/2026

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:

raymondjames.com

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-...
10/28/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

raymondjames.com

Taxes can shape investment outcomes. Learn how account type, mutual funds, ETFs, SMAs, and tax loss harvesting can affec...
10/27/2026

Taxes can shape investment outcomes. Learn how account type, mutual funds, ETFs, SMAs, and tax loss harvesting can affect tax predictability, flexibility, and control.

troweprice.com

Address

3409 S 14th Street, Suite 100
Abilene, TX
79605

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Alerts

Be the first to know and let us send you an email when VistaCrest Financial / Raymond James posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share