Raymond James has announced the addition of experienced financial advisors Raymond “Ray” Croteau and Joseph “Joe” Croteau, CFP, to its independent advisor channel, Raymond James Financial Services (RJFS). This development was revealed by Alex David, the Northeast Divisional Director for RJFS, highlighting the firm’s ongoing commitment to expanding its network of skilled financial professionals.
Previously, the Croteau family operated under Commonwealth Financial Network, where they successfully managed over $180 million in client assets, demonstrating their expertise and trustworthiness in the financial advisory field. Now, under the name Croteau Financial, based in Fitchburg, Massachusetts, they continue to provide comprehensive and holistic financial planning services tailored to meet the unique needs of a diverse clientele. Their services focus on families, individuals, business owners, corporate executives, and retirees, ensuring that each client receives personalized advice and effective solutions for their financial goals.
Ray Croteau, the founder of Croteau Financial, brings 32 years of experience in the financial services industry. His extensive knowledge encompasses various aspects of financial planning and wealth management, allowing him to develop tailored strategies that cater to his clients’ specific circumstances.
Joe Croteau, his son, adds fresh perspective to the team, bringing six years of industry experience. He holds a bachelor’s degree in mechanical engineering from the University of Massachusetts Amherst, equipping him with strong analytical skills that enhance the financial planning process. Together, the Croteaus aim to deliver exceptional service and valuable insights, supported by their Office Manager, Susan VanHillo, who plays a vital role in ensuring the smooth operation of their practice.
KEY QUOTES:
“After more than three decades in the industry, I have learned that trust is built by putting clients first, a value that Raymond James exhibits firmwide. The firm gives us high-net-worth capabilities and the freedom to deliver personalized service, helping clients find their path to success.”
Raymond “Ray” Croteau
