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Transition Support

Client Centered

At Nexus Financial, we recognize that you’re on the verge of a major change, so we work with you every step of the way to make your transition as smooth as possible. Our goal is to provide you with a level of service that strengthens the intelligence of your choice to join us every day. Some firms have a detailed process they follow when on-boarding a new advisor. Nexus recognizes that your organization is unique and, therefore, requires that we build a course of action suited to you and your clients’ needs all in an effort to minimize any disruption to them and to your business.