National Financial Alliance

Financial ServicesTexas, United States11-50 Employees

National Financial Alliance is a Texas-based financial services firm that provides retirement planning, insurance solutions, and comprehensive financial planning, including programs designed for high-net-worth individuals. Founded in 2007 and based in San Antonio, it serves clients across more than 40 states and territories and operates through four divisions. These divisions are Strategic Financial Concepts, NFA Insurance, NFA Institutional Services, and NFA Wealth Management, all aimed at helping clients achieve their financial goals.

Securities are offered through LPL Financial, while investment advice is provided by Strategic Financial Concepts, LLC, an independent registered investment adviser; the entities operate separately from LPL. The firm serves a broad client base that includes families and corporations, addressing both personal financial planning and institutional needs. In 2018, AdvisoryHQ recognized Strategic Financial Concepts as one of the top financial advisors in the San Antonio and New Braunfels area.

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