Money Assets Group Investment decision Solutions Announces Partnership with The Initial National …
FORT MILL, S.C., Jan. 29, 2021 (World NEWSWIRE) — Economic Means Team Investment Services, LLC (Money Resources Group) announces their partnership with The 1st Nationwide Financial institution of Extensive Island (To start with Nationwide Lender LI). Initial National Financial institution of LI will transition its retail expense and expenditure management division platforms to LPL Money, the nation’s major impartial broker-seller1, and perform right with Fiscal Means Group.
Initially Nationwide Bank LI remains dedicated to providing obtain to seem financial suggestions, wealth administration offerings and trust solutions2 to its clients. Partnering with Monetary Resources Group and LPL Economical permits Very first Countrywide Bank LI to provide its consumers with accessibility to countless numbers of financial investment solutions, enabling advisors to tailor precisely to every single person’s desires.
“After watchful consideration, we chose the LPL system presented its marketplace-leading technology, dedication to advisor service, and customer-very first strategy. The Money Assets Team partnership improves the benefit of the transition by supplying a sound infrastructure that positive aspects equally Initial National and our clients,” states Chris Becker, President and CEO of Initially Nationwide Bank LI. “We search to go on building on our lots of yrs of success by providing our clients with the significant-high quality have faith in solutions and investment decision management alternatives vital to assist them meet their extensive-phrase money targets.”
“We are energized to operate with Very first Countrywide Bank LI, 1 of the most significant group banking institutions located on Lengthy Island, N.Y., with above $4 billion in complete financial institution belongings,” explained Mark Stieve, Companion and Handling Director of Organization Consulting and Growth of Economic Assets Team. “Partnering with an corporation that shares our enthusiasm for customer company and development is certainly fascinating. With comparable vision and values, we glimpse to create one of the leading financial investment programs in the business.”
The 1st Countrywide Bank of Lengthy Island joins a record of around 90 economic establishments Financial Assets Group supports as a enterprise dedicated to encouraging fiscal advisors and establishments expand their organizations.
About Monetary Methods Team
Fiscal Assets Team is primarily based in Fort Mill, SC and gives tailored solutions to economical advisors to enable them increase their applications and practices that involve, but are not minimal to small business progress, onboarding, advertising assistance, and technology. Representatives are registered as a result of LPL Financial as their broker-dealer. Today, Monetary Assets Team supports more than 90 economical institutions and in excess of 1,000 economic gurus nationwide with extra than $29 billion in brokerage and advisory property and above $150 million in profits. For additional facts on Economic Assets Team, stop by https://www.financialresourcesgroup.internet/
About The 1st Countrywide Lender of Extensive Island
The To start with Nationwide Bank of Prolonged Island was launched in 1927 in Glen Head, N.Y. By a growing department community branded as To start with Nationwide Financial institution LI, the Financial institution serves the financial wants of businesses, gurus, not-for-gains, municipalities and folks in Nassau and Suffolk Counties, Very long Island, and the boroughs of Queens, Brooklyn and Manhattan. The Very first National Financial institution of Extensive Island is the sole subsidiary of The Initial of Prolonged Island Company. The Company is traded on the NASDAQ Exchange beneath the ticker image FLIC. In 2020, Newsweek named The First Countrywide Financial institution of Very long Island as the “Best Little Bank in the State of New York.” Check out www.fnbli.com Member FDIC.
About LPL Monetary
LPL Economic is a chief in the retail financial advice sector and the nation’s largest impartial broker-dealer1. They provide impartial money advisors, professionals, and establishments, offering them with the technological innovation, investigate, clearing and compliance services, and follow management packages they need to have to develop and develop thriving practices. LPL Economic enables them to present objective advice to tens of millions of American families trying to find wealth management, retirement arranging, economic arranging and asset administration remedies.
1 As reported by Fiscal Planning magazine, June 1996-2020, centered on total earnings.
2 LPL Money Associates provide access to Have confidence in Companies by way of The Private Believe in Organization N.A., an affiliate of LPL Monetary.
Securities and advisory products and services available by way of LPL Economical, a Registered Financial investment Advisor, member FINRA/SIPC. Economical Resources Team Expenditure Companies, member FINRA/SIPC, is a individual entity.
Securities and advisory providers are supplied through LPL Money (LPL), a registered investment decision advisor and broker/vendor (member FINRA/SIPC). Insurance policies solutions are offered via LPL or its certified affiliate marketers. The 1st National Bank of Extended Island is not registered as a broker/vendor or expense advisor. Registered representatives of LPL offer solutions and expert services making use of The Initially Countrywide Financial institution of Extensive Island. These products and solutions and expert services are remaining offered through LPL or its affiliate marketers, which are separate entities from and not affiliates of The To start with Countrywide Financial institution of Prolonged Island. Securities and insurance policies made available as a result of LPL or its affiliates are:
| Not Insured by FDIC or Any Other Govt Agency |
Not Financial institution Certain |
Not Financial institution Deposits or Obligations |
May perhaps Lose Value |