Helping employees improve their financial well-being reduces turnover and makes your recruitment efforts more competitive.
Reduce tax liabilities1
Most employers can deduct retirement plan contributions as a business expense (subject to limits), reducing their total taxable income.
Build wealth for the future
Understanding your options can help you choose the plan that’s most beneficial to your business, while also helping you save for your own future.
Local advisors aligned with Raymond James Financial Services, Inc.
With OnPoint, you benefit from personal relationships and local market knowledge backed by the national strength and resources of Raymond James, a Fortune 500 company. You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.Meet Our Advisors
* Banking/Lending services not provided through Raymond James.
1While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
2This 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
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