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Atlanta Money Manager, Financial Advisor, Financial Planner

If I transfer assets from another firm, how long does it typically take and will CCM assist me with that process?

We are happy to assist with the transfer process. Transfers typically are completed within 5-10 business days. In most cases, Schwab provides us with an anticipated arrival date allowing us to track the process online. We have been performing successful account transfers for over 20 years.

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