Raymond James
Finance · Canada · 11-50 Employees
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Overview
Headquarters
1 Holiday Avenue East Tower Ste 305, Poi...Phone Number
(514) 782-5966Website
www.lewisrosen.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Raymond James
Rosen Group Private Wealth Management specializes in wealth management services tailored to the unique needs of affluent clients such as doctors, dentists, and business owners. The firm provides expert guidance and comprehensive financial planning, emphasizing a higher standard of investment advice for select families and fiduciaries. Their experienced team offers personalized strategies, focusing on portfolio management, estate planning, and risk management. With a commitment to client-centered advisory services, they cater specifically to professionals seeking to manage and grow their wealth effectively.Explore more
Raymond James Org Chart
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Rosen Group Private Wealth Management specializes in wealth management services tailored to the unique needs of affluent clients such as doctors, dentists, and business owners. The firm provides expert guidance and comprehensive financial planning, emphasizing a higher standard of investment advice for select families and fiduciaries. Their experie... Read More
