July 24, 2024


General Evolution

Economical Assets Group Financial investment Solutions Announces Partnership with The 1st Nationwide …

FORT MILL, S.C., Jan. 29, 2021 (World NEWSWIRE) — Economic Sources Team Financial commitment Expert services, LLC (Economic Assets Group) announces their partnership with The First Countrywide Financial institution of Extended Island (Very first National Lender LI). 1st Nationwide Financial institution of LI will changeover its retail financial commitment and financial commitment management division platforms to LPL Economical, the nation’s major unbiased broker-seller1, and get the job done straight with Economic Methods Group.

First Nationwide Lender LI stays dedicated to offering obtain to audio monetary guidance, prosperity management offerings and rely on services2 to its consumers. Partnering with Economical Means Group and LPL Economical enables Initially Nationwide Financial institution LI to supply its clients with obtain to 1000’s of investment goods, allowing for advisors to tailor exclusively to each and every person’s requires.

“After very careful thought, we chose the LPL system supplied its industry-leading technological know-how, dedication to advisor service, and shopper-initially strategy. The Economic Sources Team partnership boosts the price of the changeover by furnishing a strong infrastructure that added benefits equally 1st Nationwide and our clients,” states Chris Becker, President and CEO of To start with Nationwide Financial institution LI. “We glimpse to keep on setting up on our many several years of success by offering our customers with the superior-high quality have confidence in services and financial commitment administration choices necessary to enable them satisfy their extended-phrase financial goals.”

“We are enthusiastic to perform with Very first Countrywide Bank LI, 1 of the biggest local community financial institutions found on Extended Island, N.Y., with above $4 billion in overall bank assets,” said Mark Stieve, Partner and Handling Director of Organization Consulting and Enhancement of Monetary Means Group. “Partnering with an corporation that shares our passion for client assistance and development is truly thrilling. With comparable vision and values, we search to develop just one of the premier expense applications in the industry.”

The 1st Nationwide Bank of Extensive Island joins a list of above 90 economical establishments Monetary Sources Team supports as a corporation dedicated to aiding fiscal advisors and institutions improve their firms.

About Monetary Methods Group

Fiscal Means Team is based in Fort Mill, SC and gives tailored expert services to economic advisors to assist them increase their programs and procedures that consist of, but are not minimal to small business enhancement, onboarding, marketing help, and technology. Representatives are registered as a result of LPL Financial as their broker-supplier.  Today, Economical Sources Team supports around 90 economical establishments and above 1,000 financial pros nationwide with extra than $29 billion in brokerage and advisory assets and above $150 million in income. For a lot more information and facts on Economic Resources Group, pay a visit to https://www.financialresourcesgroup.internet/

About The To start with National Lender of Very long Island

The Very first National Lender of Very long Island was launched in 1927 in Glen Head, N.Y.  By means of a developing branch community branded as Very first Countrywide Lender LI, the Lender serves the economic desires of companies, professionals, not-for-gains, municipalities and individuals in Nassau and Suffolk Counties, Very long Island, and the boroughs of Queens, Brooklyn and Manhattan. The 1st Countrywide Financial institution of Extended Island is the sole subsidiary of The First of Extended Island Corporation. The Company is traded on the NASDAQ Exchange under the ticker symbol FLIC. In 2020, Newsweek named The Initially National Financial institution of Long Island as the “Best Little Bank in the Point out of New York.” Stop by www.fnbli.com Member FDIC.

About LPL Economical

LPL Financial is a chief in the retail monetary suggestions market place and the nation’s premier impartial broker-vendor1. They serve independent fiscal advisors, experts, and establishments, supplying them with the technological know-how, research, clearing and compliance solutions, and exercise management applications they will need to build and expand thriving practices. LPL Monetary enables them to offer objective advice to hundreds of thousands of American families trying to get prosperity administration, retirement setting up, economic setting up and asset management answers.

1 As described by Fiscal Scheduling magazine, June 1996-2020, centered on whole income.

2 LPL Financial Reps offer you entry to Have confidence in Services by means of The Private Trust Corporation N.A., an affiliate of LPL Economical.

Securities and advisory services supplied via LPL Economical, a Registered Financial commitment Advisor, member FINRA/SIPC. Money Methods Team Investment Providers, member FINRA/SIPC, is a different entity.

Securities and advisory services are provided as a result of LPL Fiscal (LPL), a registered financial commitment advisor and broker/vendor (member FINRA/SIPC). Insurance policies solutions are supplied by way of LPL or its accredited affiliates. The 1st National Lender of Long Island is not registered as a broker/seller or expenditure advisor. Registered reps of LPL offer you items and companies working with The Initially Nationwide Lender of Prolonged Island. These goods and solutions are getting made available through LPL or its affiliate marketers, which are separate entities from and not affiliates of The Initial National Financial institution of Extended Island. Securities and insurance presented by LPL or its affiliate marketers are:

Not Insured by FDIC or
Any Other Federal government Company
Not Bank
Not Bank
Deposits or Obligations
Might Shed
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