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.
Our team will take the time to listen to your needs, educate you about your options and guide you in making decisions throughout your journey. Get sound advice and real support from caring professionals who live and work right here in your community.Choose your advisor
Estate & Charitable Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
The mark of RICP® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
ChFC® and RICP® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
CHARTERED RETIREMENT PLANNING COUNSELOR and CRPC® are registered service marks of the College for Financial Planning®.
* 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.
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.