Through a relationship with Raymond James Financial Services Inc., our advisors have access to a universe of investment options tailored to fit your specific needs. Raymond James Financial Services Inc. gives us complete freedom to offer clients unbiased financial planning advice using non-proprietary products and research.
We offer access to:
Stocks - An instrument that signifies an ownership position in a corporation.
Bonds - A contract between a borrower and a lender in which the borrower promises to pay the face value at maturity and to pay interest at a specified rate at regular intervals. Also called a "debt security," bonds are usually issued by government agencies, municipalities and corporations.
Mutual Funds - An open-ended fund operated by an investment company which raises money from shareholders and invests in a group of assets, in accordance with a stated set of objectives. The market price of the fund’s shares fluctuates daily with the market price of the securities in its portfolio.
Unit Investment Trusts - A registered investment company that purchases a fixed portfolio of securities, such as corporate, municipal, government bonds, or equities.
Variable Annuities - A life insurance policy where the annuity premium (a set amount of dollars) is immediately turned into units of a portfolio of investments. Upon retirement, the policyholder is paid accordingly to accumulated units, the dollar value of which varies according to the performance of the stock portfolio.
Brokered CDs- A large-denomination certificate of deposit bought by a brokerage firm from a bank. The brokerage firm slices up the certificate into smaller pieces and then sells the pieces to its customers.
Investments mentioned may not be suitable for all investors.
Patricia R. Burrell, Vice President, CFS
Securities and insurance products are offered through Raymond James Financial Services Inc., and its affiliated insurance agencies are: not insured by the FDIC or NCUA; not a deposit or other obligation of, or guaranteed by any bank or credit union; subject to risks including the possible loss of principal amount invested.
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