Raymond James Financial Services - Bob Volpe
Bronze Sponsor
Bob Volpe, CFP®
Financial Advisor
104 Osterville Dr.
Arbor Creek
Holly Springs, NC 27540
Tel.: (919)387-6776
Fax: (919)387-6778
Email: Bob.Volpe@RaymondJames.com
Website: http://www.raymondjames.com/bobvolpe
Mission Statement: Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts: * Our clients always come first. * We must provide the highest level of service with integrity. * Assisting our clients in the attainment of their financial objectives is our most worthy enterprise. * We must communicate with our clients clearly and frequently. * Our investments and services must be of superior quality. * Teamwork cooperating with and providing assistance and support to our fellow associates is fundamental to sustaining a quality work environment that nurtures opportunities for unparalleled service, personal growth and job satisfaction. * Continuing education is necessary to maintain the timeliness of investment knowledge, tax law information and financial planning techniques. * Innovation is requisite to our survival in a changing world. * To emulate other members of our industry requires us to continue to work hard; to excel beyond our peers requires us to provide an even higher caliber of service to our clients. * We must give something back to the communities in which we live and work.
Other Contacts: Lisa Johnson -
Client Services Manager -
919.387.6776 -
lisa.johnson@raymondjames.com
|
Categories/Services:
B2C: Business to Consumer
Banking, Mortgages & Financial Services
Business and Personal Finance
Insurance
|