Transition

PJ Advisor Group has a dedicated and experience support team to ensure you and your clients have a smooth transition. Through thoughtful planning, training and communication we are here to support you every step of the way.

Guidance

We provide a detailed, activity-based timeline to guide you through the transition process and integrate your current workflow so you can get back to business with no down time.

Training & Coaching

Training and coaching in a variety of formats to provide you with the knowledge and tools to confidently navigate each step of your practice and client transition

Support

One on one support throughout the process providing registration and licensing support, technology direction and instruction, branded templates, new account paperwork guidance and product advocacy.

Address

430 W. Warner Rd., Ste. 123
Tempe, AZ 85284

Email

support@pjadvisorgroup.com

Call Us

480-687-4234

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and PJ Advisors Group are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, PJ Advisors Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

PJ Advisors Group