Appointments

Please use the scheduler on this page to select a time that works best for you. A member of our team will be reaching out to you to confirm your information and discuss next steps.

We will prepare the necessary paperwork to add Corporate Advisors Group as your plan’s fiduciary advisor, which can be completed via eSignature.

Your current 401(k) provider will require additional paperwork to work with Corporate Advisors Group and Raymond James.

If you decide to switch to a new provider or are offering a 401(k) for the first time, paperwork will be required for your new 401(k) provider.