Randall Watsek is a dedicated financial planner affiliated with Raymond James, a nationally recognized financial services firm known for its personalized approach to wealth management. Based in Mt. Kisco, NY, Randall provides tailored financial guidance to individuals, families, and business owners, helping them navigate complex financial decisions with clarity and confidence. He offers comprehensive financial planning services, including retirement planning, investment management, and estate planning strategies—each designed to align with clients’ long-term goals.

Drawing on the robust resources of Raymond James, Randall leverages industry insights and cutting-edge tools while maintaining a highly personalized and client-centric approach. His services are grounded in trust, transparency, and a deep commitment to each client’s unique financial journey. As part of a firm noted for its independence and advisor support, Randall upholds the Raymond James philosophy of putting clients’ needs first, free from proprietary product pressures. With a reputation for integrity and professionalism, Randall is a valuable partner for those seeking strategic, long-term financial direction.

Website: https://www.raymondjames.com/randallwatsek

Key Services:

– Personalized financial planning
– Investment portfolio management
– Retirement income strategies
– Estate and legacy planning
– Risk management and insurance planning
– Education funding strategies
– Business succession planning
– Tax-efficient investment strategies