Addition Financial Credit Union members now have access to enhanced investment guidance, digital tools and personalized financial planning through a new relationship with Raymond James Financial Services, Inc., a leading financial services firm.
The credit union announced that Addition Financial Wealth Management, supported by Raymond James, will offer members a comprehensive suite of financial planning and investment services designed to support long-term financial wellbeing.
Services available through Addition Financial Wealth Management include:
- Retirement planning
- Portfolio management
- Investment banking
- Investment management
- Financial planning
- Business planning
“By working with Raymond James, we can help members build strong financial futures through easy-to-use digital tools while providing access to knowledgeable financial advisors who can guide them through important financial decisions,” said Kevin Miller, President and CEO of Addition Financial Credit Union. “Whether a member is planning for retirement, growing investments or preparing for a major life milestone, this partnership helps ensure they have the resources and personalized guidance they need.”
Addition Financial is also welcoming a new team of financial advisors, led by brokerage services manager Jayar Williams to support and advise members. Williams brings more than 20 years of comprehensive wealth management experience, focusing on advising members to develop and implement investment strategies that help address immediate and future goals.
“Addition Financial has built a strong reputation for serving its members with integrity and a long-term mindset,” said Jon DeMayo, vice president of business development at FID. “We are proud to support Jay and the team as they grow the investment program with access to the resources, technology and advisory capabilities of Raymond James – all while preserving the personalized service their members value.”
Members will be able to easily view investment accounts through a new, secure, easy-to-use online platform anytime on a computer, tablet or smartphone.
Learning more about Addition Financial Wealth Management or access the Raymond James client portal.