Ways to Affiliate
At SA Stone, we respect that this is your practice and we strive to be a partner that adds value to your business. Through flexibility in our affiliation options, you can choose the type of structure that best fits your
practice and your clients. – today, and as your business evolves.
Regardless of the structure you choose, you can depend on SA Stone to deliver first-class support
and services to you today, and as your business evolves.
An Infrastructure Designed for Every Model
- Fully integrated advisor platform that makes running your business easy and incorporates more than 90 technology partners through a single sign-on workstation.
- Product and advisory solutions to help you best serve the financial needs for each of your clients.
- Compliance support and tools customized specifically for your business model to help you navigate the regulatory environment.
- Practice Management consulting providing guidance on staffing, marketing and overall business betterment strategies.
- Transition support before, during and after moving your practice.