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Tri Counties Advisors

Individual investments and the markets fluctuate over time, and as professionals, it is our job to enable you to make informed financial decisions using the full complement of resources at our disposal.

Our Advisory Process

Our advisory process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, the client and outside professionals as needed.

1) Understand

  • Establish relationship
  • Gather information
  • Review scope of services
2) Design

  • Analyze and evaluate needs
  • Collaborate with professionals
  • Educate on findings and solutions
  • Confirm recommendations
3) Implement

  • Adopt action plan
  • Coordinate with professionals
  • Employ situations
4) Manage

  • Monitor progress
  • Review and revise
  • Periodic reviews
Services provided by Raymond James Financial Services, Inc. ® **
Having choices is important in investing. We believe investors’ plans should change as their lifestyles and needs do. The financial advisors at Tri Counties Advisors offer investors an extensive array of investment alternatives and services:

  • Asset management
  • Financial planning
  • Retirement planning
  • Mutual funds
  • 401(k) plans
  • Portfolio reviews
  • Asset allocation
  • Estate planning
  • Insurance and annuities
  • Stocks and bonds
  • Mutual fund and equity research

Call or visit us for more details on our value added services:

We're your partner in building the future.
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on:

  • Your unique situation
  • Your attitudes
  • Your preferences and goals

It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to investing is straightforward:
We focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want.
Our mission is to help our clients achieve financial independence through:

  • Professional advice
  • Sound risk management
  • Quality investment products
  • Personal, efficient service

**Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC , and are:

  • Not deposits
  • Not insured by FDIC or any other government agency
  • Not guaranteed by the bank
  • Subject to risk , may lose value

Tri Counties Bank (TCB) and Tri Counties Advisors are independent of Raymond James.

Office of Supervisory Jurisdiction:
780 Mangrove Ave
Chico, CA 95926

Raymond James privacy policy

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.


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Investment Services provided by Raymond James Financial Services, Inc. ®

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