We will conduct an unbiased audit and evaluation of your existing company retirement plan, looking at important elements such as fiduciary compliance, fees and expenses, employee participation and investment selection. We will then make recommendations for improving your plan or replacing it with one better suited to your needs and objectives. The exhaustive research we put into this review requires us to charge a reasonable fee. However, we do believe the value of our findings will more than compensate for the cost.
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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 our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy | Legal Disclosures
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