"When it comes to your clients’ financial well-being, it’s good to know there’s a company that shares your commitment."
Support for Business Professionals
When it comes to your clients’ financial well-being, it’s good to know there’s a company that shares your commitment. At McNeely Financial Strategies our Raymond James financial advisors can help support you in providing your clients with comprehensive financial services – and we’ll care as much about helping them as you do.
What that commitment could mean for you is the ability to grow your revenues and your client base. With increasing competition in your industry, a strategic alliance with a Raymond James advisor is a great tool that can help you distinguish your business by providing your clients greater satisfaction and a broader range of services.
This page outlines some of the investment alternatives and support we offer through Raymond James.
Asset Management Services
- Through Raymond James, we offer investment management services, including management of portfolios for pension and profit-sharing plans, and individual and corporate accounts, as well as for professional associations and other institutions.
- Pension fund and profit-sharing plan investment counseling are available, and we can assist in initiating and maintaining programs.
- We can provide research and recommendations on a screened group of professional asset managers accepting accounts of $100,000 or more, reported on one comprehensive statement.
Banking and Cash Management
- Traditional banking services are available through Raymond James Bank.1 These include FDIC insured checking, savings and money market accounts (several account options combined with convenient automated sweeps to and from Raymond James brokerage accounts), ATM access, VISA® CheckCard, direct deposit, Internet Banking with online bill pay service, home equity loans, home equity lines of credit, residential first mortgage loans for purchase or refinance, and commercial lending.
- Traditional and negotiable brokered CDs in a variety of maturities are available and are FDIC-insured up to $250,000 per depositor per issuing institution.
- Our line of margin credit accounts allows your client to borrow against the collateral of eligible securities custodied at Raymond James at very competitive interest rates. Margin accounts are not suitable for all investors and should be used prudently.
- Consolidated statements list activity of all related Raymond James accounts.
- The Elite Investment Account combines a full-service investment account with a comprehensive cash management program. Features include unlimited check writing, a VISA Platinum debit card with an optional rewards program, loans, free street name dividend reinvestment, electronic deposits/payments, direct access to account information via the Internet and complete investment services summarized on a single, thorough monthly statement, which includes cost basis information, estimated gains and losses, and itemized cash activity (VISA transactions, checks written and deposit activity) for easier reconciliation. A client-defined income and expense coding system helps track cash flow and identify tax-deductible expenses. Elite accounts automatically receive performance reporting. An annual summary statement recaps the prior year’s brokerage, VISA and deposit/check writing activity in an organized format, which can be very helpful when preparing tax returns.
Bonds
Raymond James maintains active markets in government, municipal and corporate bonds, as well as unit investment trusts and preferred securities.
Insurance and Annuities
Insurance support services for individual and business needs are available, including reviews and evaluations of life, long-term care and disability insurance, fixed and variable annuities, and other alternatives for financial and estate planning.
Mutual Funds
A wide selection of open- and closed-end mutual funds are available and designed to meet specific financial objectives while offering diversification and professional management.
Retirement Plan Services
We have affiliated actuaries who design and implement defined benefit pension plans and related retirement plans. Full administrative services are available.
Building Strength Through Partnership
With the support of a leading investment firm like Raymond James, you can add a dynamic to your practice that your clients will appreciate. They’ll enjoy a broader range of services, and you’ll enjoy the increased business. What’s more, you can be confident that by working with a firm that’s built its own success around a client-centered philosophy, you’ll have a partner that not only understands your commitment, but shares it.
To learn more about how our support and services can help enhance your business, contact us, today.
