Access State-of-the-Art Services
Our advisors enjoy access to the services offered by National Financial Services, LLC, a Fidelity Investments Company. Through National Financial, you can leverage the strength of products, resources, services and technology offered by Fidelity Investments, one of the world’s largest and most-respected financial services firms. With more than $1.7 trillion in total client assets, Fidelity, through an A-rated insurance carrier, provides unlimited insurance on brokerage accounts carried through National Financial.
NFS opens the door to exceptional clearing services, capital markets expertise, marketing and practice management programs, brokerage technology, and much more. As a leader in broker/dealer clearing, NFS and Fidelity can deliver the customized investment solutions you require to grow, manage, and protect your business.
National Financial has also developed partnerships with some of the most well-known and respected organizations in the industry to help meet the unique needs of our advisors. Through National Financial, you will have access to multiple service providers at discounted rates, including:
- Morningstar for Planning & Research
- Naviplan Planning Software
- BenefitProtect for Health Benefits
- Argus and Thompson
To learn more about the services and alliances available through National Financial, visit www.nationalfinancial.com.