Padgett Financial Services, L.L.C.

Financial independence means something different to everyone.  For some, it's planning for retirement, for others it's building a solid investment portfolio.  That is why Padgett Financial Services, L.L.C. (PFS) believes in taking a comprehensive, customized approach to financial planning and wealth managment. 

As an affiliate of Padgett, Stratemann & Co., L.L.P., our practice grew from a need to offer the services and financial alternatives necessary to meet clients' diverse wealth management needs.  Since 1944, the partners of Padgett, Stratemann & Co. have recognized the value of targeted services for businesses...with emphasis on understanding their clients' unique situations and helping them reach their objectives.

Padgett Financial Services, L.L.C., a Registered Investment Advisor, is an extension of that initial mission - our goal is to serve as each client's personal CFO. 

We hope you find this site useful.  Please contact us at (210) 253-1587 if you have any questions or would like additional information.
This site is published for residents of the United States only. Raymond James` Financial Advisors may only conduct business with residents of the states 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.
Friday, July 3, 2009

PFS is a Registered Investment Advisor, securities offered through Raymond James Financial Services, Inc.

Member FINRA/SIPC, An Independent Broker/Dealer.

This site is published for residents of the United States only.  Raymond James' Financial Advisors may only conduct business with residents of the states 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.

Investors should carefully consider the investment objectives, risks, charges and expenses of any investment company before investing.  The prospectus contains this and other information about an investment company.  The prospectus is available from your financial advisor and should be read carefully before investing.

Information and interactive calculators are made available to you as self-help tools for your independent use.  The accuracy of this calculator and its applicability to your circumstances is not guaranteed.  You should obtain personal advice from qualified professionals.  The information is provided is not specific investment advice, a guarantee of performance, or a recommendation.  Rates of return will vary over time, particularly for long-term investments.  Investments offering the potential for higher rates of return also involve higher degree of risk.  Actual results will vary.

Please note, changes in tax laws may occur at any time and could have a substancial impact upon each person's situation.  While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS we are not qualified to render advice on tax or legal matters.