Services
Insurance and Benefits Leadership with Integrity
The mission of Partners Financial Insurance Agency, Inc is to assist clients in defining and reaching their financial and business goals. Our style is that of the consultant: we ask questions, we listen carefully, we evaluate and analyze, we diagnose, we create and offer solutions, we orchestrate implementation, we monitor results and we fine-tune and make on-going adjustments.
The members of our firm design, negotiate, implement and service insurance and investment programs to help professionals and entrepreneurs with their own security and to retain and attract great people.
Our Services
The members of our firm provide:
§ Partner and Executive Insurance. Life, Disability and Long-Term Care for Partners of major law firms, and executives at public and private companies.
§ Employee Benefits. Group Life, Disability, Medical and Dental Insurance for employers.
§ Retirement Plans. Qualified (401) and Non Qualified (409).
§ Individual Risk Management. Plans for survivor needs, estate preservation, income and asset protection.
Value Added Services Links
§ Services to clients through NFP Benefits Co-branded NFP Benefits Client Service Model Portal
§ Services for Human Resources Professionals Branded HR Solutions Website
§ Human Resources and Benefits Information Portal www.myhrview.com
Insurance and Benefits Leadership with Integrity
The mission of Partners Financial Insurance Agency, Inc is to assist clients in defining and reaching their financial and business goals. Our style is that of the consultant: we ask questions, we listen carefully, we evaluate and analyze, we diagnose, we create and offer solutions, we orchestrate implementation, we monitor results and we fine-tune and make on-going adjustments.
The members of our firm design, negotiate, implement and service insurance and investment programs to help professionals and entrepreneurs with their own security and to retain and attract great people.
Our Services
The members of our firm provide:
§ Partner and Executive Insurance. Life, Disability and Long-Term Care for Partners of major law firms, and executives at public and private companies.
§ Employee Benefits. Group Life, Disability, Medical and Dental Insurance for employers.
§ Retirement Plans. Qualified (401) and Non Qualified (409).
§ Individual Risk Management. Plans for survivor needs, estate preservation, income and asset protection.
Value Added Services Links
§ Services to clients through NFP Benefits Co-branded NFP Benefits Client Service Model Portal
§ Services for Human Resources Professionals Branded HR Solutions Website
§ Human Resources and Benefits Information Portal www.myhrview.com
Who We Are:
With roots back to 1923, Partners Financial Insurance Agency Inc.
provides comprehensive planning for
businesses, professional firms and affluent individuals.
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Leadership
While markets fluctuate and economic climates change, we
are an experienced long-term partner to help guide.
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Securities and Investment Advisory Services offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA / SIPC, and a Federally Registered Investment Advisor Partners Financial Insurance Agency is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.