The IFG Experience

Embark on a seamless transition to IFG with a dedicated support team of professionals who can tailor solutions for your practice.

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Your Transition Partner

We understand making the transition to a new firm can be a challenge. We're proud to offer comprehensive transition support to our advisors. At IFG, transitioning is a smooth and efficient process, with the help of a dedicated transition team and personalized support.

decorative heading highlightThe Transition Journey

Guidance

Assistance

Support

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Customized Transition Plan & Timeline

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Dedicated Transition Team

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More Time for you to Spend with Your Clients

Dedicated Home Office Transition Team

Connect with our team members to get started.

decorative highlightsheadshot of George Lazo, Manager of Transition Services.

George Lazo

Manager Transition Services

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Jessica Brungard

Recruiting & Transition Coordinator

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Julia Kohan

Senior Recruiter

Service Oriented

decorative highlightOur Staff

We're here to get you the help you need right away. This means:

  • No Call Centers

  • Personalized Service

  • We Answer the phone

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95

Home Office Employees 1

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15

Average Years of Industry Experience

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1:7

Staff to Producing Rep

decorative highlightClients Come First

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  • Communications & Service

  • Access to Leading Investment Companies

  • Product Availability

  • Risk Management