Advisory Services for your Institution
NFA Institutional Services believes that objective financial guidance is a fundamental building block to economic growth and financial security. We enable our clients (advisors and financial institutions) to focus on what they do best—create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
The NFA Institutional Services Division was established with the goal to protect, preserve and accumulate wealth for Banks and Credit Unions along with their advisers. NFA Institutional Services is focused on investment management, financial planning and insurance strategies for your business. By using a unique model to deliver advice and programs, NFA Institutional Services is able to address our clients’ ever-changing needs. The organization is filled with financial advisors and back office staff that serve clients in 40 states throughout the United States.
Although the NFA Institutional Services has only existed in its present form since 2013, our organization actually has much deeper roots. The Insurance insurance business in 1974 and Bob Wagner founded his in 1981. Those two, along with Reagan Wagner, combined forces in 2007 to create what is today called, The National Financial Alliance.