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.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. OnPoint Community Credit Union and OnPoint Investment Services are not registered broker/dealers or registered investment advisers, and are independent of Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
Securities and investment advisors services are:
Not a bank or credit union deposit, obligation or guarantee.
May lose value.
Not FDIC or NCUA/NCUSIF Insured.
Not insured by any federal government agency.
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.
* Incorporating sustainable investing criteria into the investment selection process may result in investment performance deviating from other investment strategies or broad market benchmarks.