Customized Financial Planning

Whether you want to retire early, buy a vacation home or start a new business, we can help find the right path to get you there.

Request a Consultation
Financial Planning
Why Work With an Advisor?

Guidance From a Trusted Partner

Have access to a local expert who can help you navigate life’s challenges both big and small.


Access Advanced Financial Strategies

With the backing of a full-service firm, you can do more with your money quickly and efficiently.


Customized Solutions to Fit You

Recommendations are tailored to your personal situation, budget and risk tolerance.

Your Financial Life – Simplified

Get guidance from our advisors to:

  • Build a financial plan
  • Consolidate your accounts
  • Simplify and track your spending
  • Map out a path to your goals
Financial Life Simplified

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.

Neither First National Bank Bemidji or First National Bemidji Investment Services are registered broker/dealers, nor are they affiliated with Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including possible loss of principal.

Please review Privacy Notice at https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck.

Request a No-Obligation Consultation

Our financial advisors are ready to help you get started planning for your future.

Open Business Account