Kotler Consulting, LLC

Kotler Consulting, LLCKotler Consulting, LLCKotler Consulting, LLC

Kotler Consulting, LLC

Kotler Consulting, LLCKotler Consulting, LLCKotler Consulting, LLC
More

Transition Consulting for Financial Advisors

Transition Consulting for Financial AdvisorsTransition Consulting for Financial AdvisorsTransition Consulting for Financial Advisors

Let's plan an easier transition!

Book Now

732-567-4920

Transition Consulting for Financial Advisors

Transition Consulting for Financial AdvisorsTransition Consulting for Financial AdvisorsTransition Consulting for Financial Advisors

Let's plan an easier transition!

Book Now

732-567-4920

About

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Our Goal

Moving a book of business from one broker dealer to another can be a daunting task, whether you have experience in transitions or not. We are here to help make that process as smooth and timely as possible, using our experience with prior firms. From the setup to completion, we can help guide you and your firm in every step along the way.

Investment Firm Transitions

Business Consultant

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Reviews

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

If you have not yet undertaken the task of a transition, knowing what to expect is of greatly understated importance. There are steps to take to increase efficiency and productivity that only experience can provide. 

Contact Me

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Kotler Consulting, LLC

Marlboro, New Jersey, United States

732-567-4920 Evan@Kotlerconsultingllc.com

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

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