Investor Access

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Fee-Based Asset Management

  • Corporate cash management
  • Pension plans
  • 10B5-1 agreements
  • Stock and option exercise programs (ISO and NQSOs)

Fee-Based Financial Analysis and Planning

  • Insurance planning and risk management
  • Investment planning
  • Employee benefits
  • Income tax planning
  • Business succession planning
  • Retirement plans

Insurance Services

  • Nonqualified deferred compensation
  • Group benefits
  • Buy-sell agreements

Qualified Retirement Plan Consulting

  • Qualified plan design and analysis
  • Qualified plan rules and options
  • Nondiscrimination and eligibility requirements
  • Integration with Social Security/disparity limits
Services for Businesses
Services for Individuals

Garrison Financial, Inc., is an independent firm offering Securities and Investment Advisory Services through Raymond James Financial Services, Inc. Member FINRA / SIPC
26 George Ryder Road South, West Chatham, MA. 02669   Site Map

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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