The Longleaf Wealth Advisory Group of Raymond James is a full service Financial Advisory practice with locations in Wake and Johnston Counties. They joined Raymond James in 2015 from Davenport and Wells Fargo Advisors. Now, the office consists of four advisors and two support staff.
James Forrester of the Longleaf Wealth Advisory Group provides this weeks expert edge on how to offset taxes with retirement account contributions. Click here to view the article filled with strategies and tips that could be useful when planning for taxes. Another piece of advice that James provides is to "seek advice from peers and professionals. There are many resources available and plenty of people willing to help if you ask."
--James Forrester, Longleaf Wealth Advisory Group of Raymond James
Longleaf Wealth Advisory Group of Raymond James
919.784.8300 // 800-688-4380// F 855.824.7380
3515 Glenwood Avenue, Suite 200 Raleigh, NC 27612
310 Bridge Street, Smithfield, NC 27577
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
This CCOC Expert Edge article is a paid sponsorship.