Additional Services

Estate planning
Careful estate planning can strengthen your legacy by reducing tax burdens and preserving the value of your assets.

Education funding
A wide range of college funding plans and investment vehicles are available to ensure educational opportunities for your loved ones.

Investments
Drawing on Raymond James' industry-leading market research, we'll help you build, manage and monitor an investment portfolio designed to meet your financial objectives.

Insurance
We’ll advise you regarding insurance products that will reduce your tax burden, provide for your heirs and ensure that you're prepared for the unexpected.

Charitable giving
A well-defined philanthropy plan enables you to support the causes you believe in while gaining tax benefits.

Banking
Raymond James Bank, offers a full array of banking services including residential mortgages, consumer loans, corporate lending, cash management, checking, online banking, savings and money market accounts, debit/ATM cards, and overdraft protection.

Raymond James & Associates, Inc. is affiliated with Raymond James Bank, member FDIC, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested. Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance may be required.