Nexus Financial

Nexus Financial

Financial Services 660 Sentry Parkway 14 employees
Employees
14
Contacts
3
Emails
3
Phones
1

Nexus Financial Overview

Headquarters
660 Sentry Parkway
Website
nexusf.com
Industry
Financial Services
Employees
14
Founded
2019
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Nexus Financial

Nexus Financial, LLC is a marketing organization comprised of two separate entities; Independence Financial Group, Ltd and RHM Partners, LLC. Nexus Financial was formed with the belief we should be aligning our goals and objectives to those of independent advisors like yourself. To better serve you, we needed to nurture our historical value-added proposition of helping you grow your business in a manner that best suits your objectives while efficiently processing your business in a timely basis. It is our goal to deliver a broad array of high quality products with the highest level of support to you and your clients. In addition to the outstanding lineup of life, annuity, long term care and disability products that Nexus offers, we also have access to one of the nation's top independent broker-dealer operations, Osaic Wealth. Osaic Wealth professionals can offer planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families. In addition, Osaic Wealth professionals have access to an outstanding technology platform as well as a wealth of additional services and in-house expertise. Together with a strong insurance product offering, a high-quality broker/dealer with a corporate RIA and more than 70 years of combined industry experience, our team is well positioned to help you take your business to the next level. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. CA Insurance License #0K20268. AR Insurance License #10216495.

Nexus Financial Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
1
33.3% coverage

Nexus Financial Org Chart

Sample employees and titles
Name Title Contact
Steve Kapp Supervisory Principal, Operations
Email
Tom Mitchell Financial Planner
Email
Kathleen Reilly Case Manager - Life Insurance New
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Manager 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 0
Executive 2 2 0
General 1 1 1
Operations 1 1 0

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