"We are thrilled with the professional support we receive from Superior Paraplanning.  The advice documents they produce are compliant, client-friendly and always executed to a high standard.  They also provide an important check-and-balance for our business, ensuring we produce the best advice possible for our clients.  We have been happy clients for several years and look forward to continuing our relationship with Superior." - Emma Linton Doig (Fortress Financial Solutions)

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"Altitude Wealth Solutions have been using Superior Paraplanning exclusively since their inception in 2011. Steve, Matt and the team have an excellent understanding of our planning platform and provide prompt and accurate Statements of Advice and RoAs every time. They have always gone above our expectations and have been especially helpful in this changing environment regarding compliance and structuring of the advice documents. On average, they are completing up to 50 documents per month for our practices and have always met their service standards. Their pricing is excellent in comparison to market. If you are looking for a paraplanning solutions to partner with your business (not just produce advice documents) I cannot recommend Superior high enough for the delivery of this important outsource solution." - Cori Fisher (Altitude Wealth Solutions)