We put the needs of our clients first. And we chose to partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company.
While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges.
We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
Bristol County Savings Bank a valued partner-
After Bristol County Savings Bank concluded a strategic review of its approach to financial advisory services in 2017, it was determined that a locally controlled wealth management/investment advisory model would provide its clients with the best experience in a changing world. As a result of this review, in January 2018, the Bank merged its Financial Advisory Services (FAS) division with Ricciardi Financial Group to form Bristol Wealth Group (BWG). BWG's partnership with Bristol County Savings Bank is focused on continuing a personalized approach to wealth management and maximizing the strategies and tools available in pursuit of meeting our clients' financial goals (or providing our clients with the exceptional products and services required to satisfy all of their investments needs.). As a full-service financial institution, the Bank also offers BWG customers commercial lending, personal and business banking and mortgage services, as well as quality property and casualty insurance options through its majority-owned insurance partner, FBinsure. Founded in 1846, Bristol County Savings Bank's steady growth and mission to support the communities it serves by making them a better place to live and work has resulted today in over $2 billion in assets and more than 400 employees throughout southeastern Massachusetts and Rhode Island.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.