GUIDANCE FOR EVERY STAGE AND PHASE
Businesses and Business Owners
For business owners and leaders, the line between your personal and professional life can often become blurred. You’ve established your business and leadership through commitment and vision, and it’s critical to consider how to help your employees plan for their own futures while protecting what you’ve worked so hard to create.
As your guide, we help you see and plan for all the angles of the bigger picture, including leaving a legacy for the next generation, helping to ensure your employees have options for retirement planning and your own succession plans.
Our strategies are customized to your needs and vision, capitalizing on our deep resources and insightful analysis. The result is a balanced plan interwoven with the details of how you picture your future.
Non-profit organizations, just like for-profit businesses, require financial stability supported by a reliable portfolio and consistent returns in order to fund their mission long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations - and we make it our own mission to further the financial goals of our clients as best we can.
Whether your nonprofit needs assistance with planning, financial strategy, asset allocation, investment research or stewardship responsibilities, our team works alongside yours to develop plans that align with your vision and philanthropic endeavors.Business and Nonprofit Financial Services:
- Business Planning
- Financial Planning
- Retirement Planning
- Employer Sponsored Retirement Plans including 401(k) Plans
- Risk Management
- Investment Strategies
- Portfolio Management
We invite you to visit our office to learn more about our team and services. Or, feel free to schedule a no-obligation consultation to discuss your own business or nonprofit.
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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marion County Bank and Main Street Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.