A complete suite of today's most advanced investment and insurance products and services – all under one roof
- Continuing education across a full spectrum of advanced topics
- Expert and direct support with advanced financial planning techniques for advanced case development
- Experienced compliance you can trust
- Access to human resource support including payroll services, 401(k)s, employee benefits packages, benefits administration and more to help you run your office and the offices of your business and professional clients
- Marketing and business development support to attract advisors and clients to your practice
- Industry leading technologies
SFA's holistic approach provides a value-added component for the independent advisor. Not only do we support each advisor in the traditional compliance function, we transcend what a broker-dealer has been to become a potent, vibrant and expert driver of practice growth and business operations management. We are taking a securities registered firm to the next level!