Testimonials

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:

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 with achieving these objectives.

Sheryl Rowling

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 everything we do to provide top-notch support to our clients. In fact, SSG even presented at one of our client events and it was a big success!

David J. O’Brien

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 changed…..and that is SSG providing the best support for my firm and our clients.

Don Tharp

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 been there for us since day one as a key operational and strategic partner in helping us best serve our clients and grow our firm.

Matt Krusko

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 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

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

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!

Anthony Brinda

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 personal service and attention.

Jennifer Lazarus

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