Tussel Investments - Raymond James

Tussel Investments - Raymond James We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward. Member FINRA/SIPC.

Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele. Our smallest and largest clients deserve our full attention, and we deliver that attentiveness with guidance that’s tailored to your unique challenges and objectives. As a focused and experienced group, we provide the resources an

d expertise of a large firm, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough, objective investment research and selection. We work alongside our clients, ensuring our strategies are consistently angled toward their ideal financial outcome. We see your goals as an extension of our own, and work tirelessly to help you achieve every one of them. Securities are offered through Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
09/03/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

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Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Frida...
08/31/2026

Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Friday. Chief Investment Officer Larry Adam provides perspective in today's Up & Adam.

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How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can s...
08/31/2026

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact:

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As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to...
08/27/2026

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to risk management, insurance and wealth planning becomes increasingly important as assets grow:

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For business owners, stepping away from your business and entering retirement can be a significant shift.After years of ...
08/25/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.

After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.

I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.

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Take a fresh look at holistic legacy planning. One that shifts the focus from inheritance to purpose and generational im...
08/20/2026

Take a fresh look at holistic legacy planning. One that shifts the focus from inheritance to purpose and generational impact by aligning wealth with personal values to create a living, empowering legacy:

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Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared fo...
08/18/2026

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

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Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. E...
08/13/2026

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

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08/11/2026

One of the most common misconceptions about 529 plans is that they're only for college tuition. In reality, 529 plans can offer more flexibility than many families realize, supporting a variety of education-related expenses and pathways.
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Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to na...
08/05/2026

Preparing for college involves more than packing and class schedules. From understanding legal documents at age 18 to navigating common challenges faced by young adults, having the right resources can help families feel more confident and prepared.
With ARAG, you have access to educational resources that can help support these important conversations. Read the one pager to learn more about ARAG.
Want to discuss how these topics fit into your family's broader financial plan? Contact me to start the conversation and explore resources that may help.

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Address

2326 N Highway 16 Business
Denver, NC
28037

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17044838500

Website

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