About Us

When it’s time to choose a financial advisor, there are plenty available with sufficient professional competence and experience. But you can’t choose just anyone to do what’s best with your hard-earned life savings. You need someone you can trust, someone who’ll understand your requirements as well as you do, someone who’ll put your interests first. We at NFI want to help you reach your financial goals and help you turn your dreams into reality. Unlike at larger, more impersonal firms, your account isn’t handed off to a junior-level employee, our top people work one-on-one with you. As an independent and privately owned company we provide unbiased, objective investment advice.

EXPERIENCE – At NFI, we have over 60 years of collective experience in creating financial plans and managing investments. The team members include two Certified Financial Planner (CFP®) practitioners and a Chartered Retirement Planning Counselor (CRPC®), and hold the licenses required to offer you securities and insurance products. Their deep collective education, experience and expertise enable us to deliver the kind of service you expect and deserve.

APPROACH – Our approach is straightforward: Since your needs and circumstances are unique, you receive financial planning and investment management services that are customized and personalized. We want to build a strong personal bond with you over time to help you reach your financial goals and turn your life dreams into reality. Your hopes and ambitions, personal beliefs and values are as important to us as your assets. That is why we take the time to get to know you well and make a point of contacting you to keep in touch and stay on top of developments in your life that can affect your financial health.

INDEPENDENT – Because we are independent and privately owned, we work for you and you only. You reap several benefits:

  • We are not part of a giant brokerage or insurance company that wants to sell you its own products.
  • We are free to recommend solutions from anywhere – as long as they are right for you.
  • You are charged only fees for our services, not transaction-based commissions.

Since we don’t have a huge marketing budget, most of our business comes from referrals, from current clients and from people in our community. We succeed only if you do.

You can rely on us for honesty, integrity, personal service and unbiased advice – the values that will always be the cornerstones of our business.

We invite you to learn more about our firm by contacting us at 724-776-3999

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