Welcome, Bartel Guiley clients!
By now, you have noticed the name change and the different look when you visit the website. We are excited to announce our recent partnership with Vista Investment Partners and want to make sure you know that everything else about the way you do business with us will stay the same. You can still expect your monthly statements from Raymond James and you will still talk to the same people you always have when you call or visit our office. This partnership simply gives us greater flexibility and independence in helping you meet your goals and objectives and will allow us to offer you some new and exciting portfolio capabilities. Please feel free to contact us anytime if you have questions. We are looking forward to a great 2018!