Our advisors help you bring together all of the essential elements for a successful retirement plan. We offer pure and objective advice that puts your company’s and employees' best interests first.
Design the plan in collaboration with the Third Party Administrator
Review and analyze investment costs compared to performance
Coordinate and oversee the transition to your new provider
Assist plan sponsors and participants in person, via email, and over the phone
Conduct meetings and provide resources to help participants
Provide personal, individualized investment advice
Evaluate provider services and client satisfaction at least annually
Assess participation levels and overall plan service
Assist with the development and implementation of the plan’s IPS
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.© 2024 The Commerce Company. All rights reserved.
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. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as The Commerce Company. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Commerce Company is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Privacy, Security & Account Protection
Check the background of this company and associated advisors on FINRA’s BrokerCheck. Raymond James Legal Disclosures (Including Form CRS)
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.