Investment Services
Through Raymond James Financial Services, we offer a full array of investment services and products. Our financial advisors are available to consult with you to recommend the best investment strategy to help meet your needs.
Trust & Investments Investment Services |
IRA Rollover The IRS sometimes calls IRA Rollovers a lump sum distribution. It’s the balance of a tax-deferred retirement account that the owner is entitled to receive upon terminating employment or an account held at another institution.
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Traditional Individual Retirement Account Individual Retirement Accounts provide you with a tax-deferred savings program designed to accumulate retirement income.
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Roth Individual Retirement Account Roth Individual Retirement Accounts provide you with a tax-exempt savings program designed to accumulate retirement income.
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Self-Directed IRA Self-Directed IRAs provide you with a tax-deferred savings plan that allows you to direct the way funds are invested.
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Annuities An annuity is a contract between an insurance company and an individual. The annuity is a long-term, tax-deferred investment product.
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Bills, Notes, Bonds and Stocks NewBridge Bank offers access to a variety of bills, notes, bonds, and stocks through Raymond James Financial Services Inc. to meet your individual needs.
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Education Planning When planning for your education or a child's, preparation is the key to assure a smooth transition. With Custodial Accounts and 529 College Savings plans, our RJFS financial advisors can help you prepare for the time class starts.
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Self-Directed Qualified Retirement Plan for Small Businesses Self-Directed Qualified Retirement Plans enable you to save for retirement while directing the way your funds are invested.
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Simplified Employee Pension Plan A Simplified Employee Pension Plan (SEPP) permits the self-employed or a business to make non-discriminatory contributions each year directly to an IRA or annuity that is established and maintained solely by each eligible employee.
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For more information, or to speak with a Raymond James Financial Services, Inc. financial advisor, call 1-800-380-5723 or 336-248-8400. Or Click here to meet your RJFS Financial Team.
You may also contact Stan Smith, Branch Manager, NewBridge Bank Investment and Trust Services, by email at stanley.smith@raymondjames.com.
**SECURITIES AND INVESTMENT ADVISORY SERVICES AND INSURANCE PRODUCTS OFFERED THROUGH RAYMOND JAMES FINANCIAL SERVICES, INC. MEMBER FINRA/SIPC
MEMBER FINRA (WWW.FINRA.ORG) AN INDEPENDENT BROKER/DEALER
*Securities are Not FDIC insured. Not a deposit. Not insured by any Federal Government Agency. Not guaranteed by NewBridge Bank. Subject to risk and may lose value. NewBridge Bank Investment & Trust Services is an independent entity.
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