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Tailor Made Solutions for Growth

One Doesn't Go to a Shoemaker to Hem One’s Trousers.

Many small business owners started their companies to pursue their passions: designing jewelry, helping care for people, opening a restaurant, even starting an online store or manufacturing company. Then they start wearing numerous hats: CEO, marketing, product development, supply chain, and sales. Who has time for all this? Moreover, in this current environment, who has the tolerance for in-person, sit-down meetings where an hourglass is turned?

Advisors now, more than ever, need to take a personalized approach to supporting small business owners solve unique problems that hinder growth. Blanket solutions that feign to cure all ails are no longer viable. A bespoke, customized solution is essential.

Shield Advisory Group is keenly positioned to address these varied concerns as they arise.

Shield Advisory Group specializes in getting our clients access to credit and capital at the best rates and terms available.

Our team understands the importance of having qualified financial professionals in one place to ensure success.

We help keep your employees happy and healthy by giving you the same access to benefits as Fortune 500 companies.

Our simple payroll solutions give you the peace of mind you need to ensure your business is moving in the right direction.

Accepting credit cards is a definite need for Businesses in today’s ever-changing world. Picking the right Credit Card Processor is a challenge.

Our strategic counsel enables clients to respond effectively and efficiently to changes in physical, legal and economic, business and investment conditions.

SAG partners with executive leadership teams to create a long-range plan that takes into account the nuances, capabilities, and opportunities for your business.

We understand that Buying and Selling a business can be a big decision. We align ourselves with you to get the job completed as seamless as possible.

Finally, somewhere a small business can call home. Arrange your consultation at:


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