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Financial Planning

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Raymond James

Our purpose is to provide investment consulting and financial planning to help those seeking their needs, wants, and wishes.

Jim Zientara  
Jim Zientara, CIMA®
Financial Planner


Call us for a complimentary appointment today (941) 750-6818!

We are available to meet where it's convenient for you.




Raymond James

11009 Gatewood Drive, Ste 101, Lakewood Ranch, FL 34211 // (941) 750-6818 //

Jim Zientara cell: 941-224-1347 //

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risk, including the possible loss of principal.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Financial Access Federal Credit Union and the investment center is not a registered broker/dealers and is independent of Raymond James Financial Services.

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Raymond James Legal Disclosure;

Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark “CIMA” and “Certified Investment Management Analyst”. Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professional.

Every Investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment.  Diversification and asset allocation do not ensure a profit or protect against a loss.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.


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