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Business Financial Services

Ramirez & Co., Inc. Business Services can assist businesses by offering solutions to most problems faced in today's fast paced business environment. We offer solutions in Cash Management, Retirement Planning Services and Insurance Products. Our goal is to help businesses retain their best employees and make the company's cash grow with creative cash management techniques.

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Corporate Retirement Planning

Ramirez will assist your company in finding the most suitable retirement plan provider for your company, with the customized investment programs to ensue solid investment performance, high levels of employee participation. The Ramirez business services team provides on-going financial advice and monitoring through the life of the plan. Our customized process provides a level of un-biased investment advice that cannot be found by going directly to retirement plan companies.

Whether you seek advice on starting a new retirement program or enhancing and reviewing your current plan, our Business Services Team has timely advice and creative ideas to benefit your company. Whether it is a 401(k), 403(b), 457 plans or the Individual 401(k), we work hand in hand with your company to help structure a plan that best meets your needs.

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Insurance

Protecting the business you created is an integral component of your business plan. A Ramirez & Co. Business Insurance Planner will speak with you about the insurance strategies available and help implement a plan that provides the necessary coverages for your companies present and future needs

  • Group Disability
  • Sponsored Disability
  • Buy-Sell agreements, Disability
  • Group Long Term Care
  • Sponsored Long Term Care
  • Key Person Insurance
  • Business Continuance Insurance

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Cash Management

A Ramirez & Co. Cornerstone Account can offer a multi-faceted money management solution. The Cornerstone Account is a checking and investment account with many features to maximize your personal finances.

Features Include:

  • Checking
  • Electronic Funds Transfer
  • Collateralized Lending
  • Unlimited Investment Options
  • Automatic Cash Sweep Feature
  • Overdraft Protection
  • Interest Bearing Money Market
  • Lines of Credit
  • Visa Debit Card
  • Monthly Statements and Year-End Tax Reporting Statement
  • Balances Update Daily

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To all clients:

As developments regarding the Coronavirus (COVID-19) continue to unfold around the world, we would like to reassure you that all Samuel A. Ramirez & Company, Inc. (Ramirez & Company) offices remain open, we have all employees able to work remote, if needed, and that we continue operating business as usual, providing all products, services and capabilities for our clients across the globe.

We are closely monitoring developments regarding the spread of the virus and assessing potential impacts it could have on our operations. Ramirez & Company has a robust business continuity and resilience program, which includes standards, controls, and exercising for infectious disease and pandemic planning, and we are fully prepared to continue operating under a variety of different scenarios.

We will continue to provide updates to you, as needed, in the coming days and weeks. If you have any questions, please contact your Sales or Relationship Manager.

Ramirez & Company, Inc. Management