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Raymond James®

Planning For Your Future
Manatee Community Federal Credit Union is proud to announce our new partnership with Raymond James®.  
Through Raymond James, investors are offered an extensive array of investment alternatives and services, such as

Asset Allocation
Estate Planning 
Mutual Funds
Stocks 
Bonds
Insurances and Annuities
Trust Services Banking  
Tax Planning
Cash Management 
Asset Management
Financial Planning
Retirement Planning
Corporate Finance
Quotations & Execution

Stop by our branch to meet Jim Zientara, MBA, CIMA and David Shugol, CLU for your investment and financial planning needs or call the Branch at 941-748-7704 to schedule your appointment today.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Manatee Community Federal Credit Union is not a registered broker/dealers and is independent of Raymond James Financial Services.
 

Meet the Raymond James® Team

Jim Zientara

Jim Zientara

 

 

 

Dave Hugol

Dave Shugol

 

Monthly Newsletter

2018 November

2018 October

2018 September

 

 

 

 

 

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