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Submitted URL: https://spanosgrp.com/
Effective URL: https://www.raymondjames.com/spanosgroup
Submission: On August 12 via api from US — Scanned from NL
Effective URL: https://www.raymondjames.com/spanosgroup
Submission: On August 12 via api from US — Scanned from NL
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Skip to content Menu * Home * Retirement Wisdom Blog * Your Team * Your Team * Accolades * Samuel W. Spanos * Todd C. Todorich * Robert M. Lewis * Gennaro A. "Jerry" Marsico * Mark O'Leary * Kathleen M. Manickas * Vickie Bobchak * Tracy Starkweather * Stephen A. Kimmel * Russell Werme III * Spanos Retirement Advisory Group * About Raymond James * Our Clients * Our Clients * Retirees * Business Owners * Professionals * Corporate Executives * 401(k) Plans * Institutional * Families and Individuals * Pre-Retirees * Working With Us * Working With Us * Client Experience * Investment Philosophy * Portfolio Construction * Investment Strategies * Services * Videos/Webinar Library * Videos/Webinar Library * Client Access Videos * Learn More About Our Team * Upcoming Webinars and Replays * Contact Us * Contact Us * Favorable Introductions * Client Center * Client Center * Calculators * Resources * Resources * Intergenerational Wealth Transfer * Intergenerational Wealth Transfer * Communication * Philanthropy * Taxes * Your team * WorthWhile * Client Events * Book - Replacing Your Paycheck * Book - Financial Therapy * Community Support * Client Access * Client Access * Login Name Password LOGIN Remember Me * Forgot your password? * Enroll * Need Help? * Contact Us / FAQ * Privacy / Security * Client Resources * Beaver, PA-3JG 1069 3rd St Beaver, PA 15009-2034 T: 724.371.2001 TF: 844.545.2259 Map and Directions Map and Directions Previous INVESTING CAN TAKE YOU DOWN MANY ROADS. THE KEY IS TO FIND THE RIGHT ONE FOR YOU. Learn More → WE’RE HERE TO HELP PROVIDE DIRECTION – AND CONFIDENCE. Learn More → APPLYING INSIGHT TO THE ROAD AHEAD. Learn More → REPLACING YOUR PAYCHECK – BOOK UPDATES Learn More → Next * 1 * 2 * 3 * 4 We're here to help you do just that With years of financial planning experience and knowledge, and with the resources of one of America’s leading independent financial firms behind us, we’re ready to help you navigate toward your personal financial goals – for all you want to accomplish in your lifetime and for the generations to come. OUR CLIENTS YEARS OF EXPERTISE RETIREES Now that you’re retired, managing your money is more important than ever. Read More BUSINESS OWNERS Over the years, we’ve developed a specialty for working with entrepreneurs just like you. Read More PROFESSIONALS As the owner of a professional practice, you face different financial challenges than a business owner. Read More CORPORATE EXECUTIVES The rewards of your position are significant. Let us help you make the most of them. Read More -------------------------------------------------------------------------------- "When clients ask, ‘how do you handle the big investment decisions you make every day?’ my answer is simple: ‘Trust wisdom.’" LATEST NEWS Previous THE ART OF GIVING WHAT YOU CAN'T TAKE WITH YOU How to start planning for the future of a valuable collection. Read 04 -------------------------------------------------------------------------------- Estate & Giving MAINTAINING INCOME AFTER RETIREMENT How your retirement savings can continue working for you. Read 05 -------------------------------------------------------------------------------- Retirement & Longevity IS YOUR BUSINESS A SOLO SHOW? LEARN ABOUT OWNER-ONLY 401(K) PLANS How to determine if this retirement vehicle makes sense for you. Read 06 -------------------------------------------------------------------------------- Business Ownership GIVING SOME CONTEXT TO REAL ESTATE CONCERNS 08/09/2024 Chief Economist Eugenio J. Aleman discusses current economic conditions. Read 01 -------------------------------------------------------------------------------- Economy & Policy RECENT VOLATILITY OFFERED A REMINDER OF FIVE KEY LESSONS 08/09/2024 Review the latest Weekly Headings by CIO Larry Adam. Read 02 -------------------------------------------------------------------------------- Markets & Investing THE FIVE MOST POPULAR METHODS FOR FUNDING EDUCATION Know which options work best for you and plan early. Read 03 -------------------------------------------------------------------------------- Family & Lifestyle THE ART OF GIVING WHAT YOU CAN'T TAKE WITH YOU How to start planning for the future of a valuable collection. Read 04 -------------------------------------------------------------------------------- Estate & Giving MAINTAINING INCOME AFTER RETIREMENT How your retirement savings can continue working for you. Read 05 -------------------------------------------------------------------------------- Retirement & Longevity IS YOUR BUSINESS A SOLO SHOW? LEARN ABOUT OWNER-ONLY 401(K) PLANS How to determine if this retirement vehicle makes sense for you. Read 06 -------------------------------------------------------------------------------- Business Ownership GIVING SOME CONTEXT TO REAL ESTATE CONCERNS 08/09/2024 Chief Economist Eugenio J. Aleman discusses current economic conditions. Read 01 -------------------------------------------------------------------------------- Economy & Policy RECENT VOLATILITY OFFERED A REMINDER OF FIVE KEY LESSONS 08/09/2024 Review the latest Weekly Headings by CIO Larry Adam. Read 02 -------------------------------------------------------------------------------- Markets & Investing THE FIVE MOST POPULAR METHODS FOR FUNDING EDUCATION Know which options work best for you and plan early. Read 03 -------------------------------------------------------------------------------- Family & Lifestyle Next * 1 * 2 * 3 * 4 * 5 * 6 twitterfacebooklinkedinenvelope * 1069 3rd St Beaver, PA 15009-2034 * T: 724.371.2001 * TF: 844.545.2259 * Map & Directions * Map & Directions 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 our 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. © 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use