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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.
