- Offers you the advantage of working with an independent firm that is able to address a wide spectrum of your financial needs
- Financially stable
- Significant history with over 40 years of experience
- Commitment to ongoing education with CLU, ChFC, and CFP® designations
- Emphasis on client services and satisfaction
- We share in the intellectual capital and sophistication capabilities of leading investment and insurance distribution companies in the U.S.
- We are committed to serving clients with creative, comprehensive solutions
- On the leading edge of technology in our industry
In light of the constant changes in regulations and industry providers, it has never been more important to have access to leading market experience, strong relationships with leading insurers, and a dedicated underwriting advocacy program.
The power of National Financial Partners Corp. (NFP) provides us with the critical mass needed to access better products, platforms, underwriting and service from various providers. NFP provides numerous resources, including actuarial, research and marketing support. The conglomeration of one of the nation's largest independent financial service firms* allows us to share ideas and best practices to continually improve the products and services we deliver.
*Based on total revenue (2009) – Investment News, April 2010