Cavalena Group Raymond James description

We are the Raymond James Financial Services Team who has earned the trust of hundreds of discerning individuals who represent virtually every occupation and walk of life. Our clients not only come from throughout our home state of Ohio. They also come to us from 31 other states across America and from 10 foreign countries.

We will to earn your trust, too, the same way we earned theirs - by firmly adhering to the following principles:

We believe in intelligent, thoroughly researched and highly personalized financial management, tailored precisely to fit the financial goals and special needs of each individual client.

We believe that caution is always the better part of any investment strategy. To us, capital preservation as well as growth, is a critical part of any investment plan.

We believe that portfolio allocations should be carefully balanced because this strategy greatly reduces volatility and risk under changing economic climates.

We believe in service, too - service that is always prompt and courteous, service backed by integrity that always puts our client’s interests first.