Investment
Some of the professionals with our
firm are currently registered to conduct securities business
through NFP Securities, Inc. (Member FINRA/SIPC/A Registered
Investment Advisor). NFP Securities, Inc., (formerly PartnersSecurities)
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 Securities, Inc.,
offer you?
NFP Securities, Inc., 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 THE GILES FINANCIAL GROUP
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 Securities, Inc., brings dedicated
products and resources to PartnersFinancial
clients. We have designed products for you, the client, that
can meet your specific investment preferences. NFP Securities
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 Securities is a technologically advanced full
service broker dealer. It is a wholly owned
subsidiary of National Financial Partners.
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