Community Bank Partners

 

PROGRAM HIGHLIGHTS
  • Discount Brokerage Services:
    • Transact unsolicited stock, bond, option and mutual fund trades for bank customers who do not need investment advice.
  • Full-Service Financial Planning and Investment Service:
    • A Financial Consultant will be available at the bank on a regular schedule or as needed to meet with customers and help them develop a financial plan based on their financial needs, goals, time horizons and risk tolerance. A full array of financial products and services is available to meet any need the customer may have.
  • Fee-Only Investment Advisory Service:
    • We can manage money for a customer on an annual fee arrangement. The process involves matching an investor with a group of professional money managers to create a completely diversified, managed portfolio. This service is available for business retirement plans and individual portfolios of $100,000 or more.
  • Turn-Key Marketing and Promotion:
    • Lobby posters, newspaper ads, statements stuffers, bank employee referral training and area financial seminars are available for bank use. The bank can use any, all or none of the marketing system depending upon how you want to position the services.

Investment Products Offered By NFP Securities, Inc.

NOT FDIC INSURED~NOT BANK GUARANTEED~MAY LOSE VALUE
NOT A DEPOSIT - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY