Rosanne Oliver Email

Business Relationship Manager . National Financial Alliance

Current Roles

Employees:
36
Revenue:
$6M
About
Founded in 2007, we're a Texas-based firm with service in over 40 states and territories. Our team offers a wide range of services including: retirement, insurance, comprehensive financial planning and programs for high net worth individuals. Across our firm, one central value carries us - our commitment to each client's success. In each division and across every state, we devote ourselves to the individual success of those we serve, regardless how big or small. From families to corporations, our firm is eager to prepare your financial future. In 2018, NFA's Registered Investment Advisory Firm, Strategic Financial Concepts, was named one of the Top 9 Best Financial Advisors in San Antonio & New Braunfels, Texas by Advisory HQ. Strategic Financial Concepts, LLC is NFA's registered investment advisory firm. Together, SFC, NFA Insurance, NFA Institutional Services and NFA Wealth Management make up the four divisions of our firm. *Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. Strategic Financial Concepts, LLC, NFA Wealth Management, NFA Insurance and NFA Institutional Services are separate entities from LPL Financial. Member SIPC www.sipc.org **Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. ***For a list of states in which we are registered to do business, visit our website at https://www.tnfa.net
National Financial Alliance Address
6800 Park Ten Blvd. Ste. 130E
San Antonio, TX
United States
National Financial Alliance Email
National Financial Alliance Phone Numbers
210-737-7800

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