Strategic Alliances

  • Independent Entrepreneurs
  • Institutional Resources
  • A Community of Collaboration
PartnersFinancial's 500 members raise the bar of professionalism through the power of partnership. Our capabilities provide clients with effective advisory services, product solutions and negotiating power in insurance, investments and benefits.

Broader Access

Having the broadest access to institutional resources means the recommendations of PartnersFinancial members are never compromised by restrictive product relationships. Equally important, the leading financial services institutions PartnersFinancial has chosen as strategic partners respect the sophisticated decision process our clients go through. They respond with access to sophisticated product innovations and dedicated service teams.

National Financial Partners

Founded in 1998, NFP Corp. brought together nearly 500 premier independent financial firms specializing in wealth transfer, wealth management, corporate services, and business transitions. PartnersFinancial is a wholly owned subsidiary of NFP.

[ more about NFP ]

NFP Benefits, Inc.

NFP Benefits Partners is a national marketing and client service organization serving employers of all sizes. NFP Benefits Partners designs and implements innovative, customized strategies for health and welfare plans, voluntary, executive, and retirement services, with a sophisticated technology suite offering benchmarking, claims analysis and customized views.

[ more about NFPBG ]

Kestra Insurance Services, Inc.

Kestra Insurance Services, Inc brings together special relationships with premier insurance carriers, proprietary life insurance design and decision tools, and underwriting advocacy services for Kestra principals and affiliates.

[ more about KISI ]