Focus on what you know.
Social Assurance remains focused on financial services, to help gain new customers, better relationships and minimizing risks.
Our background working across the entire spectrum of financial institutions from large hedge-funds, broker-dealers, credit unions, regional and community banks to independent insurance agents, we can bring a wealth of knowledge to our customers.
See how Social Assurance works for your financial company:
Brokers – Registered Investment Advisors
Banking – Regional, Community Banks
Insurance – Life Insurance, Investments