For almost 25 years, Raymond Marx Financial, Inc. has been the home for pre-retirees and retirees who want to grow, protect and enjoy their financial assets throughout retirement. He believe's that minimization of risk is key to designing a retirement plan with lasting income and a more secure legacy.
Serving the greater Tampa Bay, FL and Asheville, NC area. We have developed our business by educating, nurturing, and maintaining trusting relationships with our valued clients over many years.
We understand how important it is to trust your investment advisor, particularly in the wake of recent years with highly publicized bank and corporate failures, fraud at Wall Street firms, and government mismanagement.
Regardless of the direction the stock market and interest rates take in the future, it is important to have an educated and experienced advisor who will give you straight facts and look after your best interests. As a Registered Investment Advisor, Raimund Marx is also a Fiduciary, and is required to always serve in the best interest of his clients. He is knowledgeable, responsive and understands clients needs for integrity and transparency.
Our goal is to provide important information to help put you on the road to Financial Health before and during retirement. Our focus is helping to protect what you have worked for so hard over the years. Our top priority is providing the attentive service you deserve.
We welcome all prospective clients to have a complimentary, no obligation (complete planning review) appointment. To schedule your time or ask questions about our services, please call (800) 715-4755 or email us at firstname.lastname@example.org
Investment Advisory Services provided through Raymond Marx Financial Advisory Group, Inc., a Registered Investment Advisory firm.