Shawn Okumura San Jose, CANFP Financial Advisor, 2 years
Jenn Hatch New York, NYNFP Financial Advisor, 8 years
Scott Tobe Pittsburgh, PANFP Financial Advisor, 10 years
NFP Advisor Services is part of NFP, a leader in wealth management, insurance, corporate benefits and retirement plans. Our size and scale enable us to provide our independent financial advisors with top-tier resources in a personalized environment.
The investment market is rapidly changing, and so are client expectations. Financial advisors need a partner that will support them in this evolving market.
We give our independent financial advisors opportunities to grow their business through elite membership access as well as an integrated technology and service solution.
Our Practice Enrichment Program is your one-stop resource for business management, finance management, human capital and marketing materials to help you manage your bottom line profitability.
AdvisorCompleteSM and AdvisorEnterpriseSM integrate comprehensive business management functions with innovative asset management capabilities to optimize efficiency and scalability.
With a solid transition strategy, developed with your dedicated transition consultant, you can reconnect with clients, offer new services and drive new business.
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NFP Advisor Services, LLC, (NFPAS) member FINRA/SIPC.
Fusion Advisor Network is a platform of NFPAS. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp. (NFP). NFPAS is affiliated with NFP and NFPISI.