Ms. Carnahan, founder of Total Office, Inc., literally carved open
the market for Virtual Assistants for financial advisors
back in 1992 – quite clearly a pioneer in helping advisors
manage their business and serve clients.”
– Blane Warrene
Small Team, Big on Knowledge and Experience
We thrive on the difficult, out-of-the-norm problems that inevitably arise in an advisor’s office. We love the challenge of helping to bring stability, consistency and clear processes to your office. We like a job well-done!
If you envision your office running like a well-oiled machine where clients are seamlessly taken care of, accounts are up-to-date, processes are in place and there’s someone in the background providing possible solutions to problems that arise while growing your firm, then you have come to the right place.
We’re a virtual assistant company based in Akron, Ohio with a small, flexible, highly-adaptive team who values a strong work ethic, communication and building strong relationships with our clients.
Pioneering the Virtual Assistant Industry Since 1992
Total Office, Inc. is best known for pioneering the virtual assistants’ industry with a niche in the Financial Services industry. Since 1992 we’ve been helping advisors manage their businesses and serve their clients. We treat your practice as if it were our own. We cheer the victories of bringing on a new client, getting quoted in a news journal and meeting your personal and business goals. We are passionate about helping our clients meet or succeed their goals and giving their clients the best customer service, ever.
When you hire us, you’re not just getting a team that helps you fill out forms, schedule appointments or send out newsletters. You are getting a team that is passionate about the growth and happiness of each and every advisor with whom we contract.
We succeed when you succeed and that’s one reason why we work so hard to make each and every client a happy client.
Ready to get happy?
Simply schedule a conference call and you’ll be on your way!
Still need convincing?
Read what people have been saying about Total Office throughout the years:
Dan Elliott, CBI, M & AMI
Sunbelt Business Brokers and Advisors
Bonnie J. Hilliard
Margie Mullen, CFP
Mullen Advisory, Inc.
David J Drucker, MBA, CFP ©¿©¬
Sunset Financial Inc. | VIrtual Office News, LLC
Malcolm Greenhill CFP, MBA.
Gary R. Smith, CFP
Pleasanton Financial Advisors
Joel P Bruckenstein, CFP, Writer, Author & Entreprenuer
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