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</li> </ul> </div>  </div> </header> <div class="content"> <div class="left_content"> <nav class="mod-breadcrumbs__wrapper" aria-label="Breadcrumb"> <ol class="mod-breadcrumbs breadcrumb px-3 py-2"> <li class="mod-breadcrumbs__divider float-start"> <span class="divider icon-location icon-fw" aria-hidden="true"></span> </li> <li class="mod-breadcrumbs__item breadcrumb-item"><a href="/" class="pathway"><span>Home</span></a></li><li class="mod-breadcrumbs__item breadcrumb-item"><a href="/financial-institutions.html" class="pathway"><span>Financial Institutions</span></a></li><li class="mod-breadcrumbs__item breadcrumb-item active"><span>Products & Services</span></li> </ol> </nav> <div class="content_in"> <div class="com-content-article item-page"> <meta itemprop="inLanguage" content="en-GB"> <div class="page-header"> <h1> Products & Services </h1> </div> <div class="com-content-article__body"> <h2>One-stop advantage for all your clients and members needs</h2> <p>Nationwide Planning Associates offers an extensive product lineup to help your clients and members plan and invest for their future. We do not have proprietary products, nor do our financial advisors have goals and push products and services. They become acquainted with their current situation so they can make recommendations on the appropriate solutions and services that will help them best meet their goals. Here is a basic overview of our product and service lineup.</p> <div id="slidedeck_frame"> <dl class="slidedeck"> <dt>Financial Products </dt> <dd> <div class="slidecontent"> <h3>Financial Products</h3> <div class="content"> <ul> <li>Mutual Funds</li> <li>Equities</li> <li>Exchange Traded Funds</li> <li>Closed-End Funds</li> <li>Money Market Funds</li> <li>Unit Investment Trusts</li> </ul> </div> </div> </dd> <dt>Fixed Income Resources </dt> <dd> <div class="slidecontent"> <h3>Fixed Income Resources</h3> <div class="content"> <ul> <li>Corporate Bonds</li> <li>Municipal bonds</li> <li>Government and Agency Securities</li> <li>Preferred Securities</li> <li>Brokered Certificates of Deposit (CDs)</li> </ul> </div> </div> </dd> <dt>Insurance Products </dt> <dd> <div class="slidecontent"> <h3>Insurance Products</h3> <div class="content"> <ul> <li>Annuities</li> <li>Life Insurance</li> <li>Disability Insurance</li> <li>Long Term Care</li> </ul> </div> </div> </dd> <dt>Investment & Advisory Services </dt> <dd> <div class="slidecontent"> <h3>Investment & Advisory Services</h3> <div class="content"> <p class="table123"> <table border="0" width="100%" padding="0"> <tbody> <tr> <td width="50%"> <ul> <li>Financial Planning</li> <li>College Planning</li> <li>Estate Planning</li> <li>Trust Services</li> <li>Charitable Endowment Fund</li> <li>Retirement Planning</li> <li>Retirement Accounts: <br /> (IRA, SEP, ROTH, SIMPLE, 401K, 403B, Defined Benefit)</li> <li>Tax Planning</li> <li>Managed Accounts</li> </ul> </td> <td width="50%"> <ul> <li>Asset Allocation</li> <li>Concentrated Equity Positions</li> <li>Exercising Stock Options</li> <li>Fixed Income Analysis</li> <li>Margin Accounts</li> <li>Asset Allocation</li> <li>Research</li> <li>Portfolio Management</li> <li>Risk Management <br /> <br /> <br />  </li> </ul> </td> </tr> </tbody> </table> </p> </div> </div> </dd> <dt>Cash Management & Banking Services </dt> <dd> <div class="slidecontent"> <h3>Cash Management and Banking Services</h3> <div class="content"> <ul> <li>Online access to accounts</li> <li>Check writing privileges for qualified accounts</li> <li>Mastercard Debit Card</li> <li>Three levels of check writing privileges for non-qualified accounts</li> <li>Ability to link bank accounts with brokerage accounts</li> <li>Access to both margin and non-margin credit at competitive interest rates</li> </ul> </div> </div> </dd> <dt>Alternative Investments </dt> <dd> <div class="slidecontent"> <h3>Alternative Investments</h3> <div class="content"> <ul> <li>Real Estate Investment Trusts (REITS)</li> <li>Hedge Funds</li> <li>Structured CDs</li> <li>1031 Exchanges (TICS)</li> <li>Money Market Funds</li> <li>A variety of other investments</li> </ul> </div> </div> </dd> </dl> </div> <style type="text/css"> #slidedeck_frame, #slidedeck_frame dl { height: 310px; } .index { display:none !important; } </style><script type="text/javascript"> $('.slidedeck').slidedeck().vertical(); </script> </div> </div> <div id="mod-custom165" class="mod-custom custom"> <div class="top_sTwo">Other Related Topics...</div> <div class="wrap_link"> <ul class="wrap_link_style2"> <li><a href="/financial-institutions/why-nationwide-planning.html" class="bottomMenuActive">Why Nationwide Planning?</a></li> <li><a href="/financial-institutions/goals-based-financial-planning.html" class="">Goals-Based Financial Planning</a></li> </ul> <ul class="wrap_link_style2 list_indent"> <li><a href="/financial-institutions/products-a-services.html" class="">Products & Services</a></li> <li><a href="/financial-institutions/safety-of-client-assets.html" class="">Safety of Client Assets</a></li> </ul> <ul class="wrap_link_style2"> <li><a href="/financial-institutions/support.html" class="">Support</a></li> <li><a href="/financial-institutions/partner-with-us.html" class="">Partner With Us</a></li> </ul> </div></div> </div> </div> <div class="right_block_header"> <div id="mod-custom113" class="mod-custom custom"> <div class="wrapper-box"> <div id="box-why-npa" class="inner-box"> <h3>Why Nationwide Planning</h3> <div class="bottom_green"><a href="/financial-institutions/why-nationwide-planning.html">Learn More</a></div> </div> </div> <div class="wrapper-box"> <div id="box-quick-facts" class="inner-box"> <h3>Quick Facts</h3> <div class="bottom_green"><a href="/about-our-company/quick-facts.html">Learn More</a></div> </div> </div></div> </div> <div class="right_column"> </div> </div> <footer class="container-footer footer full-width"> <div class="grid-child"> <ul class="mod-menu mod-list nav "> <li class="nav-item item-3"><a href="/" >Home</a></li><li class="nav-item item-22"><a href="/investors.html" >Investors</a></li><li class="nav-item item-26"><a href="/financial-advisors.html" >Financial Advisors</a></li><li class="nav-item item-58 alias-parent-active"><a href="/financial-institutions.html" >Financial Institutions</a></li><li class="nav-item item-59"><a href="/about-our-company.html" >About Our Company</a></li><li class="nav-item item-88"><a href="/privacy-policy.html" >Privacy Policy</a></li><li class="nav-item item-87"><a href="/disclosures.html" >Disclosures</a></li></ul> <div id="mod-custom156" class="mod-custom custom"> <p>漏 2024 Nationwide Planning Associates, Inc. | Member <a href="http://www.finra.org/" target="_blank" rel="noopener">FINRA</a>, <a href="http://www.sipc.org/" target="_blank" rel="noopener">SIPC</a> | All Rights Reserved<br /> National Headquarters: 32-16 Broadway Ave, 2nd Floor, Fair Lawn, NJ 07410 | Phone: (877) 522-2104 | Fax: (201) 476-0132</p></div> </div> </footer> <a href="#top" id="back-top" class="back-to-top-link" aria-label="Back to Top"> <span class="icon-arrow-up icon-fw" aria-hidden="true"></span> </a> </div> </div> </body> </html>

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