Strategic financial planning for your personal financial independence
Your individual financial goals are completely unique to you, and your financial plan should be as well. We believe in fully understanding your long-term goals and current situation, and then developing a custom financial plan to help you achieve them. No cookie-cutter approaches here.
Whether you’re looking to begin a portfolio or adjust and manage an existing one, our financial advisors can help you set a course for the goals you have in life. We can help make your money work for you to make the most of life.
Information Overload?
The investment landscape is ever changing, and if you’re like most of us, you may be bombarded with financial advice from every direction. Finding a financial advisor whose integrity, judgment and expertise you trust has never been more important. At Gagne Wealth Management Group, your advisor takes the time to understand you, your needs, your concerns and your goals and then recommends appropriate resources, strategies and investments to help meet your financial and life objectives.
Looking for a way to simplify your busy life?
You may consider centralizing your financial planning and banking services in one location. The advisors at Gagne Wealth Management Group offer access to Raymond James Bank, which means you’ll have one resource that can handle all of your financial affairs. As a result, your advisor is aware of and actively managing your funds across the board, which translates into an invaluable sense of confidence for you. Through Raymond James Bank, they offer all traditional banking services including mortgages and lending, personal loans, savings, money market and checking accounts, certificates of deposit and sweep accounts.
Our financial product availability is one of the most expansive in the industry. Our product offerings include stocks, bonds, mutual funds, managed accounts, insurance, annuities, and other various product solutions to help meet your particular retirement needs.
Please visit our Investment Services & Solutions page to learn more about our wide range of offered investment solutions.
Contact us now for a complimentary, no-obligation financial consultation. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.
Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance required if property is located in a designated flood zone of "A" or "V." Call Raymond James Bank for rates and other information.
Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested.
