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Insurance and Annuities


Because insurance protects you from the unexpected, it plays a crucial role in your comprehensive financial plan. Raymond James provides a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family and your business.



 

Build a protective cushion with life insurance.



Preserve your estate with long-term care insurance.



 

Combine protection with tax-advantaged growth opportunities with annuities.



Related: A Guide to Annuity Compensation at Raymond James

Contact Us
29122 Rancho Viejo Road
Suite 107
San Juan Capistrano, CA 92675
Phone: 949-534-9119
Fax: 949-534-9113
Toll-Free: 800-501-5919
Socialize With Us
Dean A. Romo
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Matthew Deweese

 

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and
availability.

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Link to finra.org and sipc.org here

 

Privacy Policy notice: https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

https://www.raymondjames.com/legal-disclosures

https://brokercheck.finra.org/

 

 

 

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