Croix Wealth Management’s experienced wealth team specializes in individual retirement planning, estate planning, business transition and portfolio management. Advisors J.J. Croix and Melissa Guttenberger build customized financial plans that help you maximize the use of your money with the ones you love. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. [and/or IRIA] 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. Important Disclosure Information: http://raymondjames.com/smicd.htm Croix Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
