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.

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

Ready for Excellent Support with Personalized Attention from Your Custodian?