Transition Services

Our experienced Transitions Team takes the intimidation out of moving to a new broker-dealer. Trust us to guide you through each stage with ease and support.

We'll help make your move to your new home at Voya Financial Advisors as smooth as possible with the least amount of disruption to your business.

Able to move any office, any size

Our efficient staff is ready to help you quickly organize the transition whether you are an individual office or a large, multi-rep group. We will customize to suit the needs of your office, no matter the size.

Begin on a sturdy foundation with

  • Paperwork scheduling and coordination
  • Personal introductions to back office staff
  • Access to our legal and compliance groups
  • An integrated business workstation
  • Easy access to marketing and communication tools
  • Training programs tailored to your practice
  • Information at your fingertips by using our internal Broker-Dealer Center website
  • Unlimited patience, encouragement and assurance

We're both in business for the same reason: to help secure financial futures – yours and your clients

Our Transitions Team will make the process clear and manageable so you can remain focused on taking care of your clients.

Join Our Team

Talk to Us

Contact our Transitions Team

Recruiting Inquiries:

General Inquiries: