Why Nationwide Planning

Products & Services

Financial Institutions

A turn-key solution to meeting your clients’ investment needs

We are a full-service, privately owned independent broker-dealer, giving us the freedom, flexibility and infrastructure needed to focus on the specialized needs of financial institutions and the manner in which they work with their clients and members.

We’ve helped many banks and credit unions to:

  • Combat the flow of money leaving their financial institutions into unaffiliated outside investments
  • Stay ahead of the ever-expanding list of competitors that provide full-spectrum financial services
  • Strengthen existing relationships with depositors by providing a one-stop-shopping source for all their financial needs
  • Retain clients as demographic trends point to an increased need for professional wealth management

If your goal is to provide the “one-stop-advantage” for your clients and members by providing a full range of financial services then Nationwide Planning is the broker-dealer to partner with.

"The Firm supports my Credit Union affiliation by giving me all of the operational support I could ever need. They keep me informed of all compliance regulations that need to be observed or addressed, process all paperwork, and deliver results when there is an operational issue."

Richard Rose
Sr. Financial Advisor
Paramus, NJ