We are here to help with all of your financials needs. Our suite of services extend from deposit and cash management products to trust and investment management, all under one umbrella. Our team will help you create a strategic plan to fit your financial goals.
Check the background of this firm on FINRA's BrokerCheck
*Investment Management and Insurance services provided through Raymond James and Raymond James Insurance Group. 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. Loft Advisors and Dakota National Bank are independent of, and 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 the possible loss of principal. Raymond James Privacy Notice.