Our Allies

At National Financial Advisors our most important partnership is with our clients. Ensuring we provide access to the most comprehensive services, we maintain an affiliation with several Financial Companies that offer an extensive network of resources and collaboration with industry leaders.

Woodbury Financial Advisors – Broker Dealer

Broker-dealers play an important role in the financial markets, as these firms provide the infrastructure that facilitates investment trading. Our relationship with Woodbury Financial Services, Inc. provides access to state-of-the-art technologies, personalized service, investment, and economic research and broad-based operational support to better service our clients. National Financial Advisors receives Technology Support, Compliance and Supervision, Business Planning, Marketing, and Communication Support as part of the broker-dealer relationship with Woodbury Financial Advisors.

Advisor Group

Woodbury Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 7,000 affiliated advisors. Advisor Group provides Financial Planning Tools, Investment Advisor Solutions, and Insurance Consulting Services. We utilize our relationship with Advisor Group to evaluate investment scenarios and opportunities for Retirement Income, Alternative Investments, Life Insurance, and Group Retirement Plans.

Pershing LLC - Custodian

A custodian is a financial institution that holds customers' securities for safekeeping Pershing is the industry's largest provider of clearing and settlement solutions. As a custodian, they are committed to the safekeeping, segregation and reporting of client assets. Pershing ensures your assets and future, are backed not just by words, but by more rigorous testing and independent third-party regulations and protections. In addition to holding securities for safekeeping, Pershing offers other services, including account administration, transaction settlements, the collection of dividends and interest payments, tax support, and foreign exchange.