Complete business financial services
Our trusted advisors can assist your business with a complete line of business financial services, including:
- Commercial Lending*
- 401(k) and Corporate Retirement Accounts
- Profit Sharing Plans
- Corporate Business Cash Management Accounts
- Investment Banking
- Equity Research
- Initial Public Offerings
*Available through Raymond James Bank.
Small Business Financial Planning
As a small business owner, your needs are unique. We embrace your entrepreneurial spirit and are here to assist you with the management of your company’s finances in whatever capacity you desire. Our experienced advisors will consult with you to understand your company’s goals, and then develop a custom financial plan designed for long-term growth and financial stability. Services range from cash management to the selection of benefit plans, 401(k) and other retirement programs that best meet your company’s needs. The advisors at Gagne Wealth Management Group believe in providing not only financial advice, but also education around the best avenues that will help your business flourish.
For those interested in centralizing their financial planning and banking services, the advisors at Gagne Wealth Management Group offer access to Raymond James Bank. By having one resource handle all of your financial affairs, you’ll enjoy simplifying your finance management while feeling confident that your advisor is aware of and actively managing your funds across the board. Through Raymond James Bank, we offer all traditional banking services including mortgages and lending, personal loans, savings, money market and checking accounts, certificates of deposit and sweep accounts.
Investment Banking
Our team offers companies a wide range of investment banking services including assistance with:
- Public Offers
- Mergers & Acquisitions
- Recapitalization & Restructuring
Raymond James’ investment banking expertise has enabled it to become one of the top 15 firms in terms of money raised in equity offerings and dollar value of M&A advisory transactions.
Past performance is not indicative of future results.
Our financial product availability is one of the most expansive in the industry. Our product offerings include stocks, bonds, mutual funds, managed accounts, insurance, annuities, and other various product solutions to help meet your particular retirement needs.
Please visit our Investment Services & Solutions page to learn more about our wide range of offered investment solutions.
Contact us now for a complimentary, no-obligation financial consultation. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.
Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance required if property is located in a designated flood zone of "A" or "V". Call Raymond James Bank for rates and other information.
Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services 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.
