Services

At SSG, we provide a wide array of service, support and resources to help you successfully manage your independent advisory practice.

From client service teams to help you manage the paperwork, to a comprehensive selection of investment vehicles for implementing your financial planning recommendations, to an advanced platform for managed accounts, you’ll find it all at SSG.

We invite you to review our services menu and call with any questions you may have. We take great pride in the service we provide to you and your clients.

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

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