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  • Raymond James & Associates Inc. - Patricia Ramirez, AAMS®

    • Financial Advisors/Financial Services
    2999 Oak Road, Suite 1030
    Walnut Creek, CA 94597
    (925) 952-5248
    (888) 230-1647
    (866) 467-4284 (fax)
    Hours:
    7 A.M. - 4 P.M.

    About Us

    MISSION STATEMENT

    As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique read more
    • About

      MISSION STATEMENT

      As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

      Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

      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

    • Highlights

      • A LIFE WELL PLANNED
    • Media

    • Whom to Contact

    • Directions

      North: 1) Take EXIT 48-Treat Blvd 2) Turn LEFT on N Main St 4) Turn LEFT on Treat Blvd 5) Turn LEFT on Oak Rd South: 1) Take EXIT 48-Treat Blvd 2) Turn RIGHT on Treat Blvd 3) turn LEFT on Oak Rd