Investment

Investments

Some of the professionals with our firm are currently registered to conduct securities business through NFP Advisor Services, LLC NFP Advisor Services, LLC is a full-service broker-dealer subsidiary of National Financial Partners (NFP). It is exclusive to the Member Firms of both NFP and PartnersFinancial and is operated for their clients' benefit. 

Our objective is to provide superior financial services, product selection, investment tools and financial transaction processing and to establish an active policy voice in the companies that offer them.

What does NFP Advisor Services, Inc., offer you?

NFP Advisor Services, LLC, provides a broad range of products and services from the nation's leading investment companies, thus creating a unique investment portfolio based upon your personal needs. These include:

  • Mutual funds
  • Annuities
  • Variable life
  • Research
  • Securities
  • Advisory services
  • Retirement plans
  • Estate planning

What are the benefits?

Most corporations and affluent individuals take a planning approach to long-term financial decisions. However, when it comes to investments they find that they are left with a transactional approach because investment options are spread among stockbrokers, bankers, and other investment resources. Each of these institutions competes to maximize money under management, but no institution takes responsibility for comprehensive planning. With so much at stake, it makes more sense for corporations and affluent individuals to achieve an integrated planning approach, tying various strategies into one comprehensive plan.

PartnersFinancial supports this integrated approach in several ways. Because Member Firms advise clients on a wide range of insurance and benefits issues, this allows you to analyze investment decisions in the context of other planning and product decisions. And, because our principals can link client planning data with the firm's access to sophisticated economic, investment, and money management analytical resources, you get a higher level of advice.

NFP Advisor Services, LLC, brings dedicated products and resources to PartnersFinancial clients. We have designed products for you, the client, that can meet your specific investment preferences. NFP Advisor Services is designed to take your needs into consideration when developing resources and investment opportunities. As a result, we are able to offer products that are geared for your specific financial concerns. NFP Advisor Services is a technologically advanced full service broker dealer. It is a wholly owned subsidiary of National Financial Partners.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck