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Comprehensive Financial Planning | Professional Investment Management
Services for Businesses | Wealth Management | Cash Management | Risk Management | Securities

Cash Management

In a well-structured portfolio, cash is just as important as stocks, bonds and other investments. We will assist you in selecting appropriate cash management resources for your specific needs. The diverse selection of alternatives available through Raymond James enables you to earn interest on funds awaiting investment, access cash quickly and conveniently, and invest with confidence.

  • Lending *
    • Traditional Fixed- and Adjustable-Rate Mortgages
    • Interest-Only Mortgages
    • Construction Loans
  • Tax Planning Using Lines of Credit and Loans Based on Equity in Home *
  • Cash “Sweep” to Brokerage Account
  • Rewards Program
  • Online Account Access
  • Check Writing
  • Overdraft Protection
  • Automatic Payment/Fund Transfer
  • Visa® Debit Card
  • Tax-Exempt Alternatives

 

*Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance may be required. 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, a federally chartered savings bank. 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.

 
550 Polaris Parkway, Suite 540 | Westerville, OH 43082 | Phone: 614-891-1200 | Toll-Free: 877-891-1213 | Fax: 614-891-7360 | E-mail: info@shaffercapitalllc.com | Map
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Planning and advisory services are offered through Shaffer Capital Advisers, LLC., a Registered Investment Adviser and subsidiary
of Shaffer Capital, LLC., which are independent entities from Raymond James Financial Services, Inc.

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. © Raymond James Financial Services, Inc., member FINRA/SIPC.