What Our Customers Are Saying
We service customers ranging from individuals, financial advisors and estate planners to multi-billion dollar corporations.
We've helped individuals to:
- Make withdrawals from their IRAs, 401ks, 403bs, 529 plans
- Transfer securities and accounts they've inherited from deceased loved ones
- Transfer securities and accounts for estate planning purposes
- Move accounts from one institution to another
- Execute name changes to accounts after life events, such as marriages or divorces
- Repurchase and transfer REIT interests
- And More
We've helped corporations, including corporates, banks, hedge funds and law firms to:
- Help clients transfer securities in conjunction with capital raising activities and private sales
- Transfer securities in connection with mergers and acquisitions
- Transfer assets for tax planning purposes
- Provide their existing clients with medallion stamp services they no longer offer