Our Professional Partnerships

Professional Partnerships helps CPAs, financial institutions and other centers of influence expand the range of financial services offered to clients through working partnerships with NFP Firms.

The NFP national network of industry experts serves the same client base as CPAs, financial institutions, and similar centers of influence: high net worth individuals and corporate clients. When they form professional partnerships with NFP Firms, CPAs and financial institutions gain access to experts offering innovative investment management, wealth transfer, financial and estate planning, and corporate and executive benefits solutions.

Through Professional Partnerships, CPAs and financial institutions benefit from our network's collective expertise – and so do their clients.

For more information on Professional Partnerships, please contact Peter Chung at (800) 880-0080, ext. 6332 or pchung@nfp.com.