Financial Services - Grass Valley, California, United States
Sams Investment Strategies serves the financial needs of families, individuals and business owners. Through coordinated use of tax, investment and real estate planning tools and techniques, we assists clients in setting and achieving their financial goals and objectives. Using discretionary portfolio management, we relieve clients of the day-to-day investment decisions by reallocating assets and tactically adjusting holdings in line with our fundamental view of the markets. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Sams Investment Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
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