Hands on guidance from your dedicated transition team
It's your practice, your decision, your plan, and your timeline
We understand that transitioning from one firm to another is a complex process and a significant career move.
When you decide to affiliate with 1847Financial, we provide you a seamless transition for you, and your clients. Your transition starts with an introduction to your dedicated transition team, led by Rosie Keller, our Onboarding and Transition Manager. With over 15 years of experience guiding successful onboarding plans for financial professionals, we can help you through every decision and create a customized transition plan for your business. At the end of the journey, you’ll wish you made the decision years ago!
Your vision, your goals, our support.
Support
Rely on our trifecta of support – field office, Penn Mutual and HTK. Receive comfort in our boutique feel, “where everybody knows your name”.
Relationships
It’s not just about the success you’ll achieve when you work with us, but the help that you get from our people and the relationships you build along the way.
Competitive Products
Behind our competitive products, you’ll find stability and support that help you give your clients the best solutions possible.
Practice Management
As a Penn Mutual/HTK professional with 1847Financial, you have access to unparalleled support for your practice. If you can envision it, we’ll help you achieve it.
Stability
In our commitment to mutuality, we’re able to deliver you and your clients long-term steadiness and reliability. Over 175 years in business means that you can offer your clients the confidence that we’ll be here to fulfill our promises to them.
Marketing
At 1847Financial, you have direct access to seasoned marketing professionals to help you spotlight your brand, build and execute your marketing plan, and enhance your digital presence online and through social media.
Technology
Accelerate the building, growth and management of your business with tools, resources, and training that deliver success.
If this sounds appealing to you, then let’s start the conversation about affiliating with 1847Financial and Penn Mutual/HTK.
