accounting8Accountant & CPA Directory since 2009
Selling a CPA practice in California? Value my practice »

CA Investments and Financial Planning of Raymond James

★★★★★★★★★★5.08 Google reviews✓ Verified on Google#7 of 38 firms in Palm Desert
Financial Planning in Palm Desert, CA · ✓ Listing checked September 2026 · Viewed 952 times

Contact Information

Address73130 El Paseo Ste O
Palm Desert, CA 92260
Map and directions
Phone(760) 862-6749
Websiteraymondjames.com/charlesalfaro
LinkedInCompany page
CategoryFinancial Planning · Financial planner, Financial consultant
Servicesfinancial planning, advisory

About CA Investments and Financial Planning of Raymond James

CA Investments and Financial Planning of Raymond James is a financial planning in Palm Desert, California offering financial planning, and advisory. Early Google reviews give it a 5.0★ rating from 8 reviews. Its Google Business Profile is verified. Its 5.0★ rating is above the Palm Desert average of 4.5★ across 76 rated firms.

Google rating breakdown5.0 · 8 reviews
5★8
4★0
3★0
2★0
1★0

Aggregate review counts from Google.

Details

  • Wheelchair accessible entrance
  • Wheelchair accessible parking
  • Wheelchair accessible restroom
  • Restroom
  • Recommends appointment

Questions about CA Investments and Financial Planning of Raymond James

Where is CA Investments and Financial Planning of Raymond James located?
CA Investments and Financial Planning of Raymond James is located at 73130 El Paseo Ste O, Palm Desert, CA 92260.
How do I contact CA Investments and Financial Planning of Raymond James?
You can reach CA Investments and Financial Planning of Raymond James by phone at (760) 862-6749, and through its website.
What services does CA Investments and Financial Planning of Raymond James offer?
CA Investments and Financial Planning of Raymond James is categorized as a financial planning, offering financial planning, and advisory. Contact the firm to confirm current service offerings.

Is this your business? Update your details or ask for the listing to be removed. It is free.

Update this listing

Listing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.