It all starts with a conversation. We’ll take the time to understand your life, identify your priorities and help you set realistic goals.
Utilizing unbiased research, we’ll recommend a simple but effective plan that’s designed specifically for you.
When you’ve decided on your plan, we’ll put it into action and help you move forward.
Throughout it all, we’ll monitor your investments, suggest alternatives and communicate clearly to help you stay on track.
Understand your options and make better decisions.
A personal Financial Advisor comes with the strength and knowledge of our entire team. Through Raymond James Financial Services, Inc., each advisor delivers the support you need and the knowledge and experience you deserve. You can review the background of Raymond James Financial Services and each advisor on FINRA’s BrokerCheck.Read more Meet our Financial Advisors
- Investment management
- Cash management
- Risk management
- Financial planning
- Lending solutions*
- Estate & charitable planning
- Socially responsible investing
- Environmental, social, and governance investing
Prepare for the future you want with a 401(k), 403(b), Traditional IRA or Roth IRA. OnPoint can help you understand your options and the potential tax benefits of each.
Put secondary education within reach for you or your child with a college savings strategy. We can help you develop a plan that works for your budget, timeline and needs.
Protect what matters to you. Let us make prepping for the unexpected a little easier with life insurance and long-term care strategies.
Preserve your assets and plan for the future with products like annuities and individual securities. Our advisors can guide you through every step.
Why might you want to consider sustainable investing?
Through sustainable investing, not only can you aim to make a positive impact on society and the environment, you can potentially improve the risk/return characteristics of your portfolios by factoring environmental, social and governance (ESG)** criteria into your investment decisions. Sustainable investing offers a growing number of options for investors interested in achieving goals beyond financial growth when building their portfolios.Talk with an advisor about sustainable investing
Companies that ignore their social and environmental impacts may face regulatory and governance risks.
Aim for a positive impact or avoid ties to questionable activities.
Companies with a negative reputation or poor business practices may not perform as well over the long term.
Align with values
If sustainability is important to you, then you may feel more comfortable investing in companies with business practices that align with your values.
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 risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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.
* Banking/Lending services not provided through Raymond James.
**This investment strategy may result in investment returns that may be lower or higher than if decisions were made solely on investment considerations.