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Our Partners

PartnersFinancial


PartnersFinancial is a client-focused community of select, independent Life Insurance based firms. Our culture encourages sharing innovation, leverage, and independence. We are dedicated to growing our firms and building a strong organization to support mutual success.

Founded in 1987, PartnersFinancial has grown from five high-profile firms to over 160 nationwide. Steady growth led to the 1996 formation of their own broker/dealer. In 1999, PartnersFinancial became an integral part of a newly formed company, NFP Corp. (NFP), a leading provider of benefits, insurance and wealth management services.

PartnersFinancial bridges the gap between financial product manufacturers and truly independent financial advisors specializing in life insurance and wealth transfer, corporate and executive benefits, and investment advisory and financial planning. 


Kestra Investment Services, LLC
 

Kestra Investment Services, LLC is a registered broker-dealer and Kestra Advisory Services, LLC is the registered investment adviser. Through our strategic relationship with Kestra Investment Services, LLC, our financial professionals are able to provide a variety of investment and insurance products and services to meet the needs of clients.


Kestra Investment Services, LLC's Client Commitment

Kestra Investment Services, LLC is committed to a successful relationship with each of our clients. We believe a foundation of that relationship is a mutual understanding of the responsibilities we each have to foster the success of that relationship. 

We believe mutual trust is key to any relationship. We will strive to earn and keep your trust.
We will assist you to understand your investment choices and the risks associated with those choices.
We will be available to discuss your investments, insurance, and financial services needs and to discuss changes in those needs or your account information.
We will provide your representative with the support necessary for you to receive quality service. The representative assigned to your account is your primary contact with Kestra Investment Services, LLC.
We will protect your information in accordance with our Privacy Policy.
We will make available to you timely and accurate information regarding the investments and insurance you own and their current value(s).
We will make available to you information regarding the commissions and fees that you pay for your investments and insurance and information about our compensation.
We will respond to your concerns and complaints in a reasonable and timely manner.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc., or Schemata, LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.



This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.
 


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