Nationwide Planning Associates, Inc. Email Format

Financial ServicesNew Jersey, United States51-200 Employees

Nationwide Planning Associates, Inc. is a national, full-service financial planning firm and FINRA-regulated broker-dealer in the financial services sector. It serves individuals, institutions, and financial intermediaries, providing advisors with resources, products, tools, and back-office support to help clients pursue their financial goals. The firm emphasizes independence and objectivity, prohibiting the sale of proprietary products and maintaining a platform that offers access to a broad range of products to minimize conflicts of interest. Located in Paramus, New Jersey, it functions as a mid-sized firm with nationwide reach.

All client brokerage assets are held at Pershing LLC, a subsidiary of The Bank of New York Mellon, reflecting a custodial relationship with a major financial institution. This structure supports the firm's objective of delivering unbiased financial planning and investment solutions through its advisor network.

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