Client First Financial
An Independent Firm
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Professionally Speaking

Meltdown! Bailout! What should you do?

Is your advisor calling you?


Seminar/Dinner, January 14 & 15, see Events
"How we manage our Clients Money in Uncertain Markets"

831-688-9076 or frank.horath@raymondjames.com


IRA Professionals; portfolio evaluations

401(k) | IRA | 403(b) | 457 | Pension Rollovers


THINK LOCAL FIRST... call ClientFirst, an independent locally owned  firm.
 

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

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Frank Horath
President, Client First Financial
Financial Advisor, RJFS

8070 Soquel Dr
Suite 110
Aptos, CA 95003
Phone: 831-688-9076
Fax: 831-688-9079
Toll-Free: 888-688-9080
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