David Long, AAMS - Financial Advisor, Branch Manager at Raymond James

David Long, AAMS - Financial Advisor, Branch Manager at Raymond James :
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

With the knowledge that comes with more than 20 years of experience in the financial services industry, David helps investors navigate the broad landscape of available investment options with quality service and a personal commitment. 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. I

nvestors 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.htm
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

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Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

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Your digital life holds more than just passwords and should be an important part of your estate planning. Read more abou...
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Your digital life holds more than just passwords and should be an important part of your estate planning. Read more about how these digital pieces of your life can factor into your plans and where to start:

raymondjames.com

With the right strategy, tax‑advantaged accounts can help you keep more of your money working toward your future. Learn ...
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With the right strategy, tax‑advantaged accounts can help you keep more of your money working toward your future. Learn how incorporating these accounts into your plan can enhance both savings and financial flexibility.

raymondjames.com

Old-school technology is on the rise, offering a refreshing break from the digital rush.
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Old-school technology is on the rise, offering a refreshing break from the digital rush.

raymondjames.com

If you've made philanthropy part of your financial plan, consider bunching charitable donations to maximize your tax sav...
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If you've made philanthropy part of your financial plan, consider bunching charitable donations to maximize your tax savings. Learn how it works:

raymondjames.com

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Many retirees assume Medicare covers everything, but that's not the case. Dispel common Medicare myths and make sure you have the right coverage for your situation.

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After putting the care and consideration into preparing your estate documents, it's important to make those files findab...
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After putting the care and consideration into preparing your estate documents, it's important to make those files findable for your heirs when the time comes. Here are some tips for coordinating this hand-off.

raymondjames.com

Will Social Security be there when you retire? You're not alone in wondering. The good news is it won't disappear, but a...
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Will Social Security be there when you retire? You're not alone in wondering. The good news is it won't disappear, but a lack of action from policymakers will mean major changes to the program in the not-so-distant future. Here's what you should know, and what might come next

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Who gets the car collection? Should the series of first editions go to a museum? Explore the ways you can plan for the f...
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Who gets the car collection? Should the series of first editions go to a museum? Explore the ways you can plan for the future of a valuable collection today.

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Personal finance is an important life skill to instill in your children. Here are 4 skills you can start with when teach...
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Personal finance is an important life skill to instill in your children. Here are 4 skills you can start with when teaching your loved ones about money.

raymondjames.com

Address

100 Meridian Centre Boulevard Ste 315
Rochester, NY
14618

Telephone

+15852745025

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