We are proud to provide accurate, professional transfer services for financial service firms throughout the United States. Our business has primarily grown by customer referrals … the best endorsement a company can receive.
With more than 26 years of experience, the importance of absolute confidentiality is completely understood. Knowledge of the transfer and all client information is considered privileged and is treated as such.
The decision has been made. Now you have to act fast. Clients have to be notified and reassured. Papers have to be signed, and the timing is essential. We understand the importance of meeting deadlines and we provide prompt, reliable service.
We know what you are going through. We’ve been there. We help you with the many details involved in the process, and we provide extras … including our comprehensive Transfer Checklist, a 24-hour message line, the transfer process tailored to your needs, and direct recruit communication, if desired. Everything is done to make the transfer as smooth as possible for both you and your recruit.