Keeping Your Money Safe

We partner with a highly recognized institution that provides the security capabilities to keep your money safe.

“Most people want true financial freedom, but few people ever attain it.  I founded Foran Financial Group to help change that. Over the years, I’ve been rewarded with seeing our clients go from uncertainty to feeling optimistic and confident about the future”.

Dan Foran, CFP®, CFS®, Founder

Custodian Services.  As independent advisors, we provide advice but we do not take possession of or hold your funds or assets.   Instead, we partner with a highly recognized institution that provides the security capabilities to keep your money safe.

We’ve selected Raymond James as your custodian.

  • Safeguards approximately $796 billion* in total client assets
  • In business over 50 years
  • Serves approximately 7,900* financial advisors
  • Locations throughout the United States, Canada and overseas

*As of 3/31/2019

Superior Technology.  In today’s online world, keeping your personal information secure is critical.  Along with acting as a custodian for your money and assets, our relationship with Raymond James provides you with other benefits.  One significant one is access to their technical resources.

Through its sheer size, Raymond James Inc. has developed secure platforms and tools featuring advanced security and encryption features.  This way, you can have better and safer access to your accounts from all your devices.

Learn more about Raymond James.

As independent advisors, we provide advice but we do not take possession of or hold your funds or assets.

Foran Financial Group Works Closely With You

A one-size-fits-all approach is easy for Wall Street, but not good for you. Instead our CERTIFIED FINANCIAL PLANNER™ professionals work closely with you to define your goals and create your financial road map.