Heritage Retirement Advisors, 11440 W Bernardo Ct, Ste 238, San Diego, CA 92127, US

Shareholders Service Group (SSG) is a San Diego-based company that specializes in providing personalized custodial services exclusively for independent registered investment advisors (RIAs). With a focus on meeting the unique investment and technology needs of RIAs and their clients, SSG offers extensive account insurance, a wide variety of investment options, competitive technology, and a dedicated team committed to delivering excellent personal service. Since 2002, SSG has been a trusted partner to independent advisors, helping them exceed their clients' expectations. With a flexible service model and state-of-the-art brokerage technology, SSG has become a go-to custodian for RIAs across the country, providing top-notch support and helping them achieve their objectives.Generated from the website

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Magulac Mark MD

Krikorian & Associates

Simmons Firm ALC