Jim Bankes - Raymond James

Jim Bankes – Raymond James Financial planner in Largo
14385 Walsingham Rd, Largo, FL 33774

Jim Bankes is a financial planner associated with Raymond James, located at 14385 Walsingham Rd, Largo, FL 33774. As a trusted financial advisor, Jim Bankes provides personalized financial planning services tailored to meet the unique needs of his clients. His expertise covers investment strategies, retirement planning, estate planning, and wealth management. Known for his client-centric approach, Jim is dedicated to helping individuals and families achieve their financial goals with confidence and clarity.

Services Offered

• Investment Strategies: Comprehensive advice on building and managing investment portfolios to align with clients' financial goals and risk tolerance.
• Retirement Planning: Assistance in planning for a secure and comfortable retirement, including 401(k) rollovers, IRA management, and more.
• Estate Planning: Guidance on creating effective estate plans to ensure a smooth transfer of wealth and minimize tax liabilities.
• Wealth Management: Strategies for preserving and growing wealth across generations, tailored to individual circumstances.

Cost Range

The cost for financial planning services with Jim Bankes typically depends on the complexity of the client's financial situation and the specific services required. Fees may be structured as a percentage of assets under management or as a flat fee for specific planning services. It is advisable to schedule an initial consultation to discuss your needs and receive a personalized quote.

Local Tips

• Visit nearby parks such as Walsingham Park for a peaceful stroll after your appointment.
• Take advantage of local dining options on Walsingham Road for a quick meal or coffee break.

FAQs

What should I bring to my first meeting with Jim Bankes?

Bring any relevant financial documents, including recent tax returns, account statements, and a list of your financial goals and concerns.

How often should I review my financial plan?

It's recommended to review your financial plan annually or whenever you experience a significant life change, such as marriage, the birth of a child, or a career change.

Can Jim Bankes help with socially responsible investing?

Yes, Jim can provide guidance on incorporating socially responsible investment options into your portfolio based on your values and preferences.

America/New_York time zone
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