Broker Check

Our Qualifications

National Financial Services, Inc.

Services over 12,000 clients. Affiliated with a network of Professional Advisors, CPAs and Attorneys

Clientele

Owners of small businesses and professional practices. Individuals who assume responsibility for their own financial well-being.

Professional Specialties

  • Life Insurance
  • Trust and Estate Planning Strategies
  • Retirement Plans
  • Investments*
  • Fringe Benefits
  • Disability Insurance**
  • Long Term Care (LTC) Insurance**
  • Business Continuation Planning

Products and services provided through:

National Life Insurance Company (National Life)
Montpelier, Vermont

A dynamic and growing financial services organization offering a comprehensive range of life insurance, annuities, financial and retirement planning products, as well as pension design and administration. National Life is authorized to do business in all 50 states and the District of Columbia.

Life Insurance Company of the Southwest (LSW)
Addison, Texas

A recognized leader and provider of annuity products. LSW is authorized to do business in 49 states and the District of Columbia. LSW does not do business in New York.

Equity Services, Inc.
Montpelier, Vermont

A Registered Broker-Dealer and fee-based Registered Investment Advisor.

Sentinel Investments®

Montpelier, Vermont

Serving the needs of investors since 1934.

Sentinel Investments® is the unifying brand name for Sentinel Financial Services Company, Member FINRA, Sentinel Asset Management, Inc., and Sentinel Administrative Services, Inc.

American Guarantee & Trust
Wilmington, Delaware

Offering complete personal trust and custody services since 1914.

* Securities and Investment Advisory Services are offered solely by Equity Services, Inc., 4401 Starkey Road, Roanoke, VA 24018 (540) 989-4600. All companies referenced above are affiliated, unless otherwise noted. National Financial Services, Inc. and American Guaranty & Trust are independent of all companies referenced.

** Long Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long Term Care and Disability insurance are not underwritten nor issued by any of the above referenced companies.