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Please join us in welcoming Jeff Janeway and Team to the Harbour family!  Jeff is the owner of Koenig Financial Group of Edmonds, Washington.  Jeff and his staff of four, licensed assistants, David and Valerie and assistants, Malinda and Sarah came to us from Securities America.  Their transition was our first using Harbour’s DocuSign.  In total, 440 households were transitioned with DocuSign plus another 75 households were sent paper copies.  With coordination between Jeff’s team, Harbour’s back office and Dan and Julie who traveled to their office, all clients were sent their transition materials within a week.

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