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We at NFI want to help you reach your financial goals and help you turn your dreams into reality. When you work with NFI, you’ll have our team of three seasoned professionals at your disposal. Unlike at larger, more impersonal firms, your account isn’t handed off to a junior-level employee: Our top people work one-on-one with you.
EXPERIENCE - At NFI, we have over 60 years of collective experience in creating financial plans and managing investments. The team members include two Certified Financial Planner (CFP®) practitioners and a Chartered Retirement Planning Counselor (CRPC®), and hold the licenses required to offer you securities and insurance products. Their deep collective education, experience, and expertise enable us to deliver the kind of service you expect and deserve.
INDEPENDENT - Because we’re independent and privately owned, we work for you and you only. You reap several benefits:
- We’re not part of a giant brokerage or insurance company that wants to sell you its own products.
- We’re free to recommend solutions from anywhere—as long as they’re right for you.
- You’re charged only fees for our services, not transaction-based commissions.
APPROACH - We want to build a strong personal bond with you over time to help you reach your financial goals and turn your life dreams into reality. Our approach is straightforward: Since your needs and circumstances are unique, you receive financial planning and investment management services that are customized and personalized.
We invite you to learn more about our firm by contacting us at 724-776-3999.
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