615 N. Upper Broadway,
Our first priority is helping you take care of your business. We understand the challenge of changing firms, so we have developed a streamlined process of minimizing downtime and bringing over 95% of your client base by your 12th week (or less!!) of affiliation. We are dedicated to helping you get back to business as normal during this process.
We have a 12 week process of transitioning and training that will help you be up to speed by week 13 of your affiliation with Independent Financial Group.
Please Note: The Training schedule is tailored to each individual, based on their needs.
Office Manager, Transition Specialist
Field OSJ, Virtual Assistant Manager, Transition Specialist
Stefany started TorOso Financial Group in January of 2009 with the goal to help people achieve financial success. Whether you are a new family and saving for a new home, or you just had a child and you want to start a college savings...