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Investment
Some of the professionals with our firm are currently registered to conduct securities business through Kestra Investment Services and advisory services though Kestra Advisory Services.

Our objective is to provide superior financial services, product selection, investment tools and financial transaction processing and to establish an active policy voice in the companies that offer them.
What Does NFP Securities Offer?
Kestra Financial provides us access to a broad range of products and services from some of the nation's leading investment companies, thus creating an investment portfolio based upon your personal needs. These include:
  • Mutual funds
  • Annuities
  • Variable life
  • Research
  • Securities
  • Advisory services
  • Retirement plans
  • Estate planning
What are the Benefits?
In our experience, most corporations and affluent individuals take a planning approach to long-term financial decisions. However, when it comes to investments they find that they are left with a transactional approach because investment options are spread among stockbrokers, bankers, and other investment resources. Each of these institutions competes to maximize money under management, but no institution takes responsibility for comprehensive planning. With so much at stake, it makes more sense for corporations and affluent individuals to achieve an integrated planning approach, tying various strategies into one comprehensive plan.

Partners Financial supports this integrated approach in several ways. Because Member Firms advise clients on a wide range of insurance and benefits issues, this allows you to analyze investment decisions in the context of other planning and product decisions. And, because our Goldberg Clouse & Edgell principals can link client planning data with the firm's access to sophisticated economic, investment, and money management analytical resources, you get a more informed level of advice.

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 Goldberg, Clouse & Edgell • 5008 Pine Creek Drive Ste. B • Westerville, OH  43081 • Tel: (614) 895-0123 • Fax: (614) 895-0365 • Email: ric@gcellc.com

Securities offered through Kestra Investment Services (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services (Kestra AS). Goldberg Clouse & Edgell  is a member of PartnersFinancial a platform of NFP Insurance Services, Inc. (NFPISI). Goldberg Clouse & Edgell and NFPISI is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.
 

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 of the 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 Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, ID, IL, IN, KS, LA, ME, MD, MI, MS, NJ, NM, NY, OH, PA, RI, SC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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