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Meet the Service Providers

Broker Dealer Select

When you are seriously looking to move to a new securities broker dealer within 20 to 60 days, you need to maximize your time. This can be a daunting and time-consuming process. We offer services to producing Financial Advisors, RIA’s and OSJ Groups. We can answer your questions and accomplish your goals.

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Silver Birch Associates, LLC

The resource for Financial Advisors looking for a change. Whether you are actively looking for a new broker-dealer/RIA or interested in developing a “Plan B” for the future – let Silver Birch be your change agents.

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PFI Advisors, LLC

PFI Advisors

The Choice For RIAs in Growth Mode and Billion-Dollar Breakaway Teams.

PFI Advisors is available to consult on many of the operational and strategic issues faced by existing RIAs.

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MessageWatcher archives electronic communications for their clients in the investment, legal, medical, manufacturing, and technology industries.

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To view an online demonstration of our solution, click here.

Valenta BPO

Valenta BPO was built to help financial services firms run even smoother. They are committed to providing innovative solutions in Process Consulting, Technology Consulting and Outsourcing.

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