Our services help financial advisers get ahead and stay there
Back office efficiency and staff retention are key issues at financial planning firms. Virtual Partners Group offers an assortment of services for the financial planning community, including:
View our full list of services
The scope of our services are defined by the needs of your firm. This allows us to customize our offerings for smaller and larger companies. The advantage is that advisers can grow their business while ensuring the quality of client service remains the same from the first to the last client.
Virtual Partners Group provides our transitions team with a highly capable and customized A-Z support solution. Melanie and her team deliver professional and excellent service in a timely and reliable manner. They listen, they communicate, they are flexible and they get stuff done! VPG is an invaluable partner for us.
Ryan D. Beck, Director of Asset Transitions at United Capital Financial Life Management