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Individual Client Services

Our comprehensive financial planning strategies are tailored to meet your unique needs



Individual Client Services

Investments

We create flexible, diversified portfolios that are always aligned with your goals.

Retirement Planning

Our Wealth Management Advisors can help you prepare, no matter what stage you're in.

Estate Planning

Comprehensive planning helps ensure your desired outcomes are achieved.

Education Planning

We review your higher-education goals, address concerns, and develop the right plan for you.

Insurance & Risk Management

Our advisors help you with policies to replace income and maintain your standard of living.

Liquidity & Credit Management

We evaluate your liquidity needs and structure debt to maximize wealth creation.

Business Succession Planning

Anticipate long-term challenges and safeguard your stakeholders' interests.

Disclosures

FINRA BrokerCheck
Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
 
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
 
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
 
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 not 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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