Raymond L. Gazelle, Jr. is a Certified Financial Planner providing financial planning services tailored to each client's goals, objectives, time horizon, and risk tolerance. He offers advice on budgeting, college savings, retirement planning, investment planning, insurance planning, and estate planning. Raymond L. Gazelle, Jr. does not manage client assets; all recommendations are non-discretionary, and clients are responsible for executing transactions.
Raymond L. Gazelle, Jr. provides investment advice through consultation but does not manage client assets. He will work with your existing investments and provide unbiased recommendations. You are responsible for executing any trades.