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ATLANTA: 770.512.5100
JACKSONVILLE: 904.296.3300
NASHVILLE: 615.823.1111

What We Do

Our Mission

At National Financial Services Group, our mission is simple: to learn more about you. Each of our clients has a unique story to tell and we take the time up front to get to know you as well as your financial needs. We believe the right financial strategy must start with the right information. We strive to provide targeted financial advice that will help improve your lifestyle today and lay the foundation for a sound financial future.

In a world inundated with new investment options, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial partner to guide them. Having a solid financial strategy can help give you confidence even in uncertain times.

And, when you partner with us, you gain access to some of the best minds in the financial industry who can help you develop that strategy and consolidate all aspects of your financial life. Our superb team of in-house specialists is comprised of professionals with designations such as Certified Financial Planner®, Certified Public Accountant, Chartered Financial Consultant and Chartered Life Underwriter which mean we have the collaborative expertise to deal with even the most complex situations. 

As one of the premier financial services companies in the Southeast, we have over 100 financial services professionals located across ten states. For the past five years, NFSG has been awarded the GAMA International Master Agency Award identifying us as one of the top 250 financial planning firms in the world.

We also offer an extensive network of providers coupled with the independence needed to design financial solutions that are custom tailored to our clients’ unique requirements and targeted to what is in their best interest not ours. 

So what makes us stand out from the rest? 

We believe it’s a commitment to fundamental core values that are rooted in our long, proud heritage and our overriding desire to always do what is best for our clients.

Our Values

INTEGRITY: We are dedicated to doing the right thing with honest, consistent and forthright behavior.

EXCELLENCE: We are committed to quality through the lifelong pursuit of knowledge and our unwillingness to settle for mediocrity. We are driven by a feeling that our work is never done.

TRUST: We earn the trust of others through consistency of our actions and behavior. We deliver on our promises.

STEWARDSHIP: It is an honor to be entrusted with our clients’ resources and we sincerely strive to improve their financial well-being. We are thoughtfully involved in our charitable communities.

PURPOSE: We are guided by our mission to positively impact our clients, firm, families and communities with passion and enthusiasm.

HONESTY: We are truthful with colleagues and clients and transparent in our relationships and transactions.