Habit Financial with Raymond James

Habit Financial with Raymond James Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

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

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

Wishing you a safe and cheerful St. Patrick's Day!
03/17/2026

Wishing you a safe and cheerful St. Patrick's Day!

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your ...
03/05/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

Get to know the new 530A account, launching in July 2026
02/27/2026

Get to know the new 530A account, launching in July 2026

vanguard.com

Have a Safe and Happy New Year!
12/31/2025

Have a Safe and Happy New Year!

Wishing you peace, joy and togetherness this holiday season.
12/24/2025

Wishing you peace, joy and togetherness this holiday season.

Here's to good food, great company and meaningful moments. Happy Thanksgiving!
11/26/2025

Here's to good food, great company and meaningful moments. Happy Thanksgiving!

With gratitude and respect, we thank our veterans today and always.
11/11/2025

With gratitude and respect, we thank our veterans today and always.

All of us at Habit Financial wish you a safe and spooky Halloween!
10/31/2025

All of us at Habit Financial wish you a safe and spooky Halloween!

The United States federal government shut down today after lawmakers were unable to agree on funding allocations ahead o...
10/01/2025

The United States federal government shut down today after lawmakers were unable to agree on funding allocations ahead of the September 30 deadline. Learn more:

raymondjames.com

Wishing everyone a safe and restful Labor Day. Our office and the market will be closed Monday, September 1.
08/29/2025

Wishing everyone a safe and restful Labor Day. Our office and the market will be closed Monday, September 1.

Helpful Information from the FTC on How To Recognize and Avoid Phishing Scams
08/21/2025

Helpful Information from the FTC on How To Recognize and Avoid Phishing Scams

ftc.gov

Address

209 Main Street
Canadian, TX
79014

Alerts

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

Contact The Business

Send a message to Habit Financial with Raymond James:

Share