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Succession Planning

You’ve made every decision along the way.

Extraco planning professionals can assist you in determining the business succession approach that will help you maximize the wealth that's tied-up in your business, and secure the future for you and your company.

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Wealth Management

Your ideas are limitless. So should your wealth potential be.

The professionals at Extraco offer access to investment vehicles to help businesses achieve short- and long-term business investment goals. Your portfolio may include a tailored mix of treasuries, bonds and equity investments from carefully selected providers.

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Trust

A strong foundation is important to every business.

We provide our client’s access to advanced, cost-effective, and service-oriented retirement strategies. We provide 401(k), profit sharing, defined benefit pension, simplified employee pension, savings incentive match plan for employees, 403(b), 457, and many other services.

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Contact Us

We want to hear from you.

So we created the tools to find just who you need.

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Raymond James - Extraco Banks, N.A. is a Member FDIC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent  broker/dealer. Raymond James Financial Services, Inc. and Extraco Banks, N.A. are independent entities and not affiliated in any manner. Securities are Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank DepositFINRASIPC

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. Click here for the Raymond James corporate Privacy Notice.

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