Our representatives chose to partner with ePLANNING because we offer them a flexible, comprehensive, and open architecture of products and services.  We know that to meet their client’s financial goals, representatives need the flexibility to provide their clients the right products and services.  To meet our representative’s diverse needs, we offer them:

• Traditional stocks, bonds, mutual funds and asset management platforms
• Life Insurance, annuities and estate planning strategies
• A broad choice of alternative investments including, note programs, public and private real estate programs, 1031 exchange programs, energy, structured products, equipment leasing and other tax favored investments
• Comprehensive technology clearing through National Financial Services (NFS)
• On-going education allowing them to continually expand their knowledge and their business
• And much more…



 




Testimonials

The best decision I made in the last ten years was to move to ePLANNING Securities. They have a professional staff with true understanding of what a rep needs to do to be successful.
- Dana Kellogg, MA