Your life. Your goals.
Invest where you bank.
As an OnPoint member, you have access to professional investment services and financial advisors supported by Raymond James®—all within the same trusted place you bank. We do the heavy lifting so you can focus on your future.
Investment services tailored to your goals.
Retirement. Prepare for the future you want with a 401(k), 403(b), Traditional IRA or Roth IRA. OnPoint can help you understand your options and the potential tax benefits of each.
Education. Put secondary education within reach for you or your child with a college savings strategy. We can help you develop a plan that works for your budget, timeline and needs.
Life insurance. Protect what matters to you. Let us make prepping for the unexpected a little easier with life insurance and long-term care strategies.
Future needs. Develop plans that strive to preserve your assets and plan for the future with products like annuities and individual securities. Our advisors can guide you through every step.
Schedule to speak with an advisor
What can you expect from a financial advisor?
Whether you’re saving for college, retirement, or the future, success is within reach. We create personalized solutions so you can move forward with confidence.
Get to know you
First, we’ll go over your unique financial situation so we can understand your needs.
Discuss your goals
Next, we’ll identify what you want to achieve, and go over all your options with us to decide the best fit.
Make a plan
We’ll present a personalized strategy for your investments to help meet your goals and dreams.
Oversee progress
We regularly review your investments to ensure they align with evolving priorities and market changes.
Investment services supported by Raymond James®
At OnPoint, we partner with Raymond James® to provide trusted investment guidance tailored to your financial goals. With their trusted guidance, you can make informed decisions for a confident future.
Proven knowledge
With decades of experience, Raymond James® provides trusted investment insights and financial strategies tailored to your goals.
Trusted guidance
From retirement planning to wealth management, their range of services ensures you have the right tools to navigate your financial journey.
Client-first approach
Raymond James® is committed to putting your financial well-being first, offering guidance to help you make informed decisions with confidence.
Meet our helpful Financial Advisors
