Financial Services

Through Doeren Mayhew Financial Services, LLC and Raymond James Financial Services, we provide assistance to clients with the complex issues of retirement planning and investment management. We help clients to determine their objectives and to monitor and manage their investments. In addition, we provide periodic reviews and reports relating to their portfolio and financial situation.

Doeren Mayhew Financial Services works with individuals, corporations, small businesses, estates, and trusts. We're an independent firm, which means we don't need to meet quotas or sell in-house products as standard stockbrokers do.

As an affiliate of Moore Stephens Doeren Mayhew Certified Public Accountants and Consultants, we're able to offer you a breadth of knowledge that extends beyond traditional financial planning. Moore Stephens Doeren Mayhew has been advising and guiding individuals and businesses since 1932 to help them grow and prosper in the ever-changing global marketplace.

Our portfolio of services can be tailored to meet your specific needs. Whether you're approaching retirement, looking to develop long-term investment planning, trying to find the right pension plan for your business, or looking to rollover a 401(k), we can help. We specialize in the areas of:

Tax and estate planning
IRAs and rollovers
Annuities
Life insurance
Fee-based money management
Mutual funds
Stocks and bonds
Pension and benefits consulting

Securities Offered Exclusively Through Raymond James Financial Services, Inc. Member FINRA/SIPC

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This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states 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.

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