Organization: Robert J Ellis Financial Services
Industry: Social Services

Robert J Ellis Financial Services, affiliated with Raymond James, offers personalized financial guidance with a focus on empowering individuals, families, and communities to achieve long-term financial stability and well-being. While primarily recognized as a financial planning firm, its services intersect with social services through financial literacy initiatives, retirement planning guidance for underserved populations, and long-term care planning that contributes to clients’ overall quality of life. The firm demonstrates a strong commitment to community involvement by helping clients understand the financial aspects of caregiving, elder care, and estate planning—critical issues within the social services realm.

They prioritize building lasting relationships with clients, offering compassionate, tailored solutions for those navigating complex life situations including disability, aging, or major health events. Their approach supports social sustainability by helping clients maintain autonomy and security through life’s transitions. With access to the resources of Raymond James, Robert J Ellis Financial Services combines big-firm tools with local, client-centric service. By integrating financial planning with a human-centered approach, they contribute meaningfully to financially informed, resilient communities.

Key Services:

– Long-term care and elder financial planning
– Financial literacy education for individuals and families
– Estate and legacy planning with social-impact considerations
– Retirement planning tailored to vulnerable or aging populations
– Special needs financial planning support
– Community-focused financial wellness initiatives