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 Robert J. StantonFinancial Advisor &Registered Principal, RJFS Bob Stanton began his career on the pension side of the business and has also served as a retirement plan analyst and annuity consultant. Click here for more ...  Ronald A. Castleton
Financial AdvisorRegistered Principal, RJFS Ron Castleton has built his practice as a financial advisor by helping to manage and preserve the wealth of individuals and businesses. Click here for more ...  Amy Duranso
Client Services Manager
Amy Duranso brings over 12 years of diverse business experience to her role of Client Services Manager. Click here for more ...  Kevin Kraus
Business Development
Kevin Kraus' role in Business Development is to establish and nurture relationships with other financial professionals such as CPA's and Attorneys. Click here for more ... |
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We understand that running a business is challenging. Attending to daily responsibilities, planning for the long term, making decisions that will affect your livelihood and your employees, and doing it all while trying to provide the best possible service and retain a profit … it can be difficult to take the time to ensure you are on a suitable track for success. That’s why our business is helping you make financial decisions for your business. Our services include: Determining the best legal structure for your business Choosing the appropriate legal structure can have a profound impact on your business. We can help you with this important decision, assessing your concerns and goals, providing information about your options, and directing you to the best attorneys and accountants based on your situation. Selection of company retirement plans We can examine your current retirement plan to ensure it provides the most benefit or establish a new plan to meet your needs. We can implement and provide ongoing coordination of 401(k)s or 403(b)s, simplified employee pensions (SEPs), savings incentive match plans for small employers (SIMPLEs), profit sharing plans and defined benefit plans. Assistance with business growth and continuation needs Through Raymond James you have access to a variety of business support services – from commercial lending alternatives to key-person insurance and business continuation plans. And, for qualified mid-cap companies, we can even put you in touch with a Raymond James investment banking professional. We understand that the success of our practice depends on your success. Our commitment is to ensuring you have the resources you need to manage your business, your finances and your life by being a partner you can count on for quality investment alternatives, advice and unsurpassed service. |
