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Douglas J. Frevert, CFP®

Raymond James Financial Services, Inc.

5601 Corporate Way
Ste 106
West Palm Beach, FL 33407
Phone: (561) 327-7900
Fax: (561) 537-5770

Toll-free: (855) 327-7900

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Household Income Minimum: $20,000
Investable Asset Minimum: $20,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Job Loss
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.