When it comes to building your future, experience counts. That’s why our advisors align with Raymond James Financial Services, Inc. to deliver the discipline and know-how you deserve. So, whether you’re simply setting something aside, saving for college, planning for retirement, or managing wealth—the advisors at OnPoint Wealth Management and Investment Services® are dedicated to helping you reach your goals.
The advisors at OnPoint can help you identity the most appropriate investment products and services to meet your objectives. These may include:
Traditional and Roth IRAs
We offer retirement account options with potential tax benefits according to your need.
401(k) & 403(b) rollovers
OnPoint offers help in discussing all of your options when it comes to planning for your 401(k) or 403(b).
College savings plans
We can help you make a plan for paying for your child’s secondary education.
OnPoint advisors can help you understand your options and make a plan for the future.
Life insurance/Long-term care strategies
We offer insurance options and strategies to help make prepping for the unexpected a little easier.
OnPoint can help you preserve your assets and your future.
Asset based advisory services
Our advisors take a 360 degree approach to helping you reach your investment goals.
The Department of Labor is issuing a new rule requiring stricter fiduciary responsibility for retirement accounts.
Our experienced team of OnPoint financial advisors is ready to help you reach your investment and wealth management goals.
Take advantage of free, no obligation investment workshops at OnPoint, offered to the public and designed to help you make wise investment decisions. Some of our informative topics include:
To learn more about where and when these workshops are being held, please contact Investment Services at 503.525.8798 or 800.527.3932, ext. 5508.
No workshops are currently scheduled. Please check back soon.
†Representatives are not tax or legal advisors and cannot make any such recommendations. Members should consult with individual attorneys for legal advice, and/or a Certified Public Accountant or tax professional for particular needs associated with tax advice. Raymond James is not affiliated with and does not endorse any such professional.
* Banking/Lending services not provided through Raymond James.
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.
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