Shared Services

E Six-Thirteen offers Advisors professional support through our Shared Services division.  Our highly skilled and experienced staff are ready to assist you with any and all of your back office planning needs.

Shared Services provides a complete offering of services including Assessment, Analysis, Solutions and Implementation, to serve you.  Our team will work closely with you, the Professional Advisor, in guiding your clients through to the ultimate creation of their plan. E Six-Thirteen Shared Services is your turnkey solution, facilitating planning from single transactions to complete solutions and implementation services.

Click here to contact us for more information about our Shared Services.