SSG is a Great Partner
Teamwork is critical to delivering the best decisions and most valuable client service. It is great to have a partner like SSG helping my firm [...]
Provides Top-Notch Support
From start-up to crossing the $200 million mark, SSG has been there for my clients and my firm. SSG has been assisting my firm in [...]
Used SSG for Over 10 Years!
My firm has had the pleasure of working with SSG for over 10 years. Even with our tremendous growth and theirs too….one thing has never [...]
SSG Has Been There Since Day One
My firm is committed to providing personalized wealth management and planning services for every client relationship that is free from conflicts of interest. SSG has [...]
RIA that Opened a New Firm
I am very pleased that I found SSG when I was selecting a custodian. Even when my practice was newly established and I was just [...]
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 [...]
Advisor Commenting on 2013 SSG Conference
Overall, working with SSG has been an absolutely fantastic experience and I am looking forward to growing my firm more with you!
A NAPFA Member New to SSG
I have been doing business with SSG since 2013 and they have exceeded my expectations year after year. They truly understand how to deliver excellent [...]