Working as a team over the years, we have learned that our clients not only want to understand what they should be doing with their accumulated assets, but why. As a result, we are committed to providing an abundance of education, communication and personal, hands-on involvement to each individual and their family.
We believe that freely sharing our knowledge with our clients helps build a more solid relationship, one grounded in trust and understanding. It's a source of satisfaction not only for our clients, but for us, as well.
By partnering with Raymond James and accessing the support and services of North America's leading independent financial services firm, The Shimkovitz Group has the freedom to offer highly-customized solutions, without any pressure to recommend proprietary products or services.