SSG serves over a thousand independent RIAs around country, ranging from experienced advisory firms to small, start-up businesses, to registered reps transitioning to the fee-basis model. Here are just a few of the comments SSG has received from advisors that it is serving:
A NAPFA member new to SSG
"I'm a NAPFA advisor and have heard rave reviews from my colleagues about their experience with SSG...I'm now ready to enter into the more traditional investment management space and SSG is at the top of my list as custodian because of the level of personal service they provide. I'm a boutique firm who really cares about and knows my clients, and I like that treatment in return too"
Jennifer Lazarus, Lazarus Financial Planning, Durham, NC
Advisor commenting on 2013 SSG Conference
"Thank you (and Barry, Dan and everyone at SSG!) for holding a great conference! No doubt, I'm probably the smallest firm that you work with and I've been working with SSG since I started my RIA firm in 2010. I really feel that SSG is truly a part of my firm because as a solo business owner, I lean on you for the many questions that I have pertaining to the clients. In addition, SSG 'took me in' when I had no assets/no clients when I first opened my firm 2010 and I feel a great deal of loyalty because you allowed me the chance to get started.
I appreciate the hours you operate on - I get into the office at 7am normally (central) and someone is there to answer the phone then! I am very productive first thing in the morning to check off my 'operational' tasks before the day begins.
Overall, working with SSG has been an absolutely fantastic experience and I am looking forward to growing my firm more with you. I've recommended you to several peers in my area that are looking at starting their own RIA firms and will continue to do so."
Anthony Brinda, UnderDog Wealth Management, LLC
RIA talking about SSG Service
"Christoph and I wish to express to you our gratitude for the great service we recieved from Tim Morioka, Clark Jackson, Joel Nunn and Bill Cote for their exemplary service on the last minute items we needed completed prior to year-end. Please put a note in their files on how pleased we were.
I told Christoph that if we cleared through xxx, xxx, or xxx these items would have never been completed.
Thanks again for the great organization and people SSG is building."
Carl F. von dem Bussche, CFP®, AIF®, Financial Guidance Group, Inc.
RIA who transitioned from another custodian
“I would just like to take this moment to tell you all that my experience with your firm has been nothing short of spectacular. The attention to detail, follow up, and prompt execution of requests goes beyond the call of duty! Thanks for all you do.”
Thomas K. McNeill, Asset Management Services Group, Inc.
RIA who transitioned from a broker/dealer
“The team at Shareholders Service Group provides exceptional service. They have become partners in our success, helping work with clients in a timely and responsive way. The words “can’t” and “won’t” simply do not exist in their vocabulary. In my twenty plus years in the financial business I have never experienced this level of support.”
Troy Daum, Wealth Analytics
RIA that opened a new firm
“I am very pleased and relieved that I found Shareholders Service Group when I was selecting a custodian. Even when my practice was newly established and I was just beginning to build my AUM, the staff at SSG gave me very personalized service and attention. As my practice has grown and the custody services have become more complex, I’ve found that the superb service is matched by the depth of expertise. The hallmark of the service that SSG provides is that SSG actually cares about helping us as advisors succeed in providing great service to our clients”
Susan Moore, Moore Financial Advisors
And yes, we answer the phones with a real, live human being
“I’d like to start by telling you how appreciative I am of SSG’s support for my business. Everyone is always so responsive and helpful. I don’t usually need a lot of help, but when I do, I don’t believe I’ve ever called a single time and not had someone answer my call. As I’m sure you are quite aware, this is not only a rarity, but more so a grand march to extinction among all business interactions these days….”
Paul Acker, NetWorth Consulting
Give SSG a call today to find out how we can serve you!
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