David Lucas - Raymond James - San Jose, California
Address: 333 W San Carlos St, San Jose, CA 95110.
Phone: 4082791724.
Website: raymondjames.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of David Lucas - Raymond James
Introducing David Lucas - A Dedicated Financial Planner at Raymond James
When searching for expert financial guidance in the heart of San Jose, California, one must consider the services offered by David Lucas, a distinguished Financial Planner and Financial Consultant affiliated with the reputable brokerage firm, Raymond James. Located at Address: 333 W San Carlos St, San Jose, CA 95110, David's office is easily accessible, catering to clients with disabilities with a wheelchair accessible entrance, parking lot, and restroom. This thoughtful attention to detail reflects the personalized service that David is known for.
For those seeking to reach out, David can be contacted via phone at 408-279-1724. His professional endeavors are also showcased on the web at raymondjames.com, where potential clients can gain insights into his expertise and services.
Key to David's profile are his specialties as a financial planner and consultant. He offers comprehensive financial planning services aimed at helping individuals achieve their financial goals, whether it's saving for retirement, managing investments, or planning for major life events. His approach is thorough and tailored to meet the unique needs of each client.
It's noteworthy that David Lucas has garnered 0 reviews on Google My Business, which, while a point of interest, does not reflect his professional capabilities. The average opinion score, currently set at 0/5, suggests there may be room for improvement in client feedback or service delivery. However, this does not inherently diminish his value as a professional.
For anyone considering financial planning and seeking a wheelchair accessible service location, David Lucas at Raymond James presents an opportunity to consult with an experienced professional. The recommendation is to schedule an appointment in advance to discuss your specific financial needs. Given the current lack of feedback, it might be beneficial to reach out directly to express any concerns and assess whether David's services align with your expectations.