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Once we find the right employee, we make it difficult for them to leave by offering a comprehensive benefits and compensation package and by creating an enjoyable work environment. This allows our employees to work here for a long time and an opportunity to understand our business and to get to know our clients. What does all this mean to you? We have employees who are dedicated to:

  • Providing personalized service and who are committed to returning your calls and emails promptly.

  • Researching problems until there is an answer and who take responsibility for their actions.

We strongly believe that it is critically important not only for the client to have a trusting relationship with the planners, but also with the staff that provides much of the ongoing service.
* Securities offered of NFP Securities, Inc.(NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Legacy Capital Group California a Registered Investment Advisor. Legacy Capital Group is a member of Partners Financial, an affiliate of NFPSI. Legacy Capital Group and NFPSI are not affiliated. NFPSI does not provide legal or tax advice.

This site is published for residents of the United States only. Registered representatives of NFPSI and Investment Adviser Representatives of Legacy Capital Group California 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 NFPSI Compliance Department at 512-697-6000.