Our Strategic Operations Partner: Total Office, Inc.
Pioneers in Virtual Support for Financial Advisors Since 1992
At Jervey Genesis Solutions, we are proud to partner with Total Office, Inc., a trailblazer in the virtual assistant industry with deep roots in the financial services sector. Since 1992, Total Office has been on the forefront of operational excellence—providing specialized support to financial professionals across the country.
More than a vendor, Total Office is an extension of our team. They approach our business with the same care, passion, and accountability as if it were their own. Every new client we serve, every milestone we hit, and every goal we pursue is celebrated with the same enthusiasm and commitment by the Total Office team.
Working closely with Michelle Turco, our Operations and Client Services leader, Total Office helps ensure our firm runs like a well-oiled machine. From client onboarding to ongoing service, they uphold our promise of providing “Financial Solutions For Every Season of Life” by enabling us to focus on what matters most—our clients.
For prospective clients, merging advisors, and firms considering a succession plan, you can rest assured knowing that the operational backbone of Jervey Genesis Solutions is supported by one of the most trusted and experienced virtual assistant firms in the financial industry. With Total Office, excellence isn’t optional—it’s the standard.