Cash Management
Joseph Gunnar & Co. encourages our clients to simplify their increasingly complex financial lives. Choosing the right cash management account can be confusing at times. A Joseph Gunnar & Co. Financial Consultant can help you decide which one works best for you and your business.Clients at Joseph Gunnar & Co. have access to a number of cash management alternatives. Through our clearing agent, National Financial Services LLC, a unit of Fidelity Investments, clients can choose among several robust asset management solutions which combine a traditional brokerage account with cash management features. These products offer our clients a comprehensive and consolidated cash management solution and include the following:
- Money Market Funds with check writing
- Brokerage Account with check writing
- Visa®Debit card
- On-line Bill pay
- FDIC-insured CDs
- Margin Accounts*
- Automatic Overnight Cash Sweeps
*margin is extended by National Financial Services LLC.
Visa is an independent company and is not affiliated with Joseph Gunnar & Co.
Find Out More
To learn more about Joseph Gunnar & Co., LLC, contact:
Stephan A. Stein
President
sstein@jgunnar.com
212.440.9650
