Transition Assistance 866-577-7717
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Transition Assistance helps you maintain Reg S-P compliance.

Processing your paperwork

Here at Transition Assistance we are up to date with all of the current Reg S-P rulings.  We handle only the data allowed by law and it is never stored in an outside accessible format.  All of your data is stored on removable storage and held in our fireproof safe while not in use.  Only our staff has access to your data and it is never removed from our secure premises.  It is printed on site and delivered directly to you via bonded courier.

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Contract

Customers often ask what makes us different. Transition Assistance contracts directly with you, the rep.  We work for you and we are looking out for your best interests.  We strive to acheive complete customer satisfaction. Most transition teams work for the broker dealer and follow orders from management.  Here at Transition Assistance we take direction from you. If you are not completely happy with your service, we want to hear about it. Let us know if something is wrong and we will do what we can to make it right.

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866-577-7717

Do you have any questions? Send us an e-mail at:

info@transition-assistance.com

Transition Assistance * 866-577-7717

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