Investing together
Investment services guidance for today and tomorrow.
From making your first investment to making sure your existing investment strategy is right for your current and future needs, embrace your future with confidence. We offer the products, services and financial know-how to help you reach your goals.
Retirement
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.
Education
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.
Life insurance
Protect what matters to you. Let us make prepping for the unexpected a little easier with life insurance and long-term care strategies.
Future needs
Preserve your assets and plan for the future with products like annuities and individual securities. Our advisors can guide you through every step.
Schedule to speak with an advisor
Our approach
Whether you’re saving for college, planning for retirement, setting money aside for the future or managing wealth, success can be within reach. With your goals in mind, we develop personalized solutions and you can enjoy the confidence that comes from having a sound financial plan.
Understand
It all starts with a conversation. We’ll take the time to understand your life, identify your priorities and help you set realistic goals.
Create
Utilizing unbiased research, we’ll recommend a simple but effective plan that’s designed specifically for you.
Execute
When you’ve decided on your plan, we’ll put it into action and help you move forward.
Manage
Throughout it all, we’ll monitor your investments, suggest alternatives and communicate clearly to help you stay on track.
Considering sustainable investing.
Sustainable investing* gives you the opportunity to allocate your investments toward those that have shown a commitment to solving global challenges such as climate change, social inequality, and unfair business practices. Sustainable investing offers a growing number of options for investors interested in achieving goals beyond financial growth when building their portfolios.
Risk mitigation
Companies that ignore their social and environmental impacts may face regulatory and governance risks.
Conscious investing
Aim for a positive impact or avoid ties to questionable activities.
Performance
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.
Providing the support and knowledge you deserve.
The best plan is a custom plan. We’ll simplify the complex by developing a strategic plan tailored to your life and future aspirations. We’ll make your journey more enjoyable by handling the heavy lifting for you.
Take the first step toward achieving your financial goals.
Disclosures
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.
https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
https://brokercheck.finra.org/
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.