Transition Team
Providing a smooth, trouble-free changeover.

At Montauk Financial Group, we understand that your accounts are your business. That's why our Transition Response Team is at your service to insure that the move is as trouble-free and smooth for your clients as it is for you. At Montauk, we provide an individualized and personalized approach to each and every new registered representative who joins our firm.

Although the start-up needs of each financial professional will vary, we have prepared a scheduled checklist of everything you will need to set up your office.

Our dedicated professionals will answer questions and offer individual support on every aspect of your transition, from transferring accounts to installing a state-of-the-art quote and account look up system.

We provide expert advice in setting up your office, acquiring the equipment, and installing the systems that are right for you and your clients.

When appropriate, a member of the team will visit you in your location.

We look forward to working with you on your individual needs.