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 an investment strategy designed to help meet your needs.
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.
Traditional Individual Retirement Account
Individual Retirement Accounts provide you with a tax-deferred savings program designed to accumulate retirement income.
Roth Individual Retirement Account
Roth Individual Retirement Accounts provide you with a tax-exempt savings program designed to accumulate retirement income.
Please note that Roth IRA owners must be 59 1/2 or older and have held the IRA for five years before tax-free withdrawals are permitted.
Self-Directed IRAs provide you with a tax-deferred savings plan that allows you to direct the way funds are invested.
An annuity is a contract between an insurance company and an individual. The annuity is a long-term, tax-deferred investment product.
Please note that a surrender charge may apply to early withdrawals from annuities.
Bills, Notes, Bonds and Stocks
The professionals at NewBridge Bank offer access to a variety of bills, notes, bonds, and stocks through Raymond James Financial Services Inc. that are designed to meet your individual needs.
When planning for your education or a child's, preparation is the key to help assure a smooth transition. With Custodial Accounts and 529 College Savings plans, our Raymond James financial advisors can help you prepare for the time class starts.
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.
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.
For more information, or to speak with a Raymond James Financial Services, Inc. financial advisor, call 1-877-476-0429 or 336-993-6430.
You may also contact Philip Grande, Branch Manager, NewBridge Bank Investment Services, by email at email@example.com.
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*Securities are: Not insured by FDIC or any governmental agency. Not guaranteed by NewBridge Bank. Subject to risk and may lose value. Not Deposits. NewBridge Bank and NewBridge Bank Investment Services is an independent entity of RJFS.
This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states 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.