Peoples Financial Planning

People you can count on to help you retire your way

We know that solid financial planning is a key to success. That’s why we have the tools to help you plan for and achieve your goals. Start with a solid financial plan, stick to it, and your retirement goals can be within reach.

Peoples Financial Services is conveniently located right here in our Cuba branch. Invest with us. Whether you’re planning for retirement, a college education or any important purpose, Samantha is here to work for you.

From retirement, educational, and financial planning to comprehensive portfolio management, Samantha’s recommendations are made solely in the interest of providing the highest value of expertise and benefit to clients. She works hard to help clients pursue financial goals by designing strategies to mitigate risk. 

Samantha answers questions and concerns promptly and completely. She provides the information needed to make informed decisions based on realistic expectations regarding investment objectives.  

Samantha joined Raymond James in 2017. At Raymond James, Samantha has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. The firm shares her dedication to client service and their dedication to community support and corporate philanthropy.

 

 

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Check the background of Raymond James Financial Services, Inc. on FINRA’s BrokerCheck

 

*Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Peoples Financial Services and Peoples Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that all of the investments and services mentioned are available in every state. Investors 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.

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