NEXUS Financial Solutions is on a mission

We like to say that Nexus is where it all comes together. 

 

Nexus was founded for a reason. Our leadership team has well over 60 years of combined experience in both helping clients and managing advisors. Nexus was formed to incorporate the best of the industry's advice and systems to more consistently bring the top level of advice and service to each and every individual and business client.

 

Decades of working with financial advisors has demonstrated that although advisors are usually well-intentioned, honorable people, they too occasionally don't bring their best effort on behalf of their clients. While managing these advisors we saw a wide range in the quality of service being offered. The level of service was frequently not dependent upon the advisors' breath of knowledge, credentials or even fiduciary role. The quality of advice was sometimes effected by the advisor's assumptions concerning the client or even just a lack of confidence expressed by the client in the initial meetings. 
 

​Human interaction is invaluable in the financial planning process. It also may introduce unpredictable variables that can reduce the efficacy of the process. So, in an effort to bring the "A-Game" to every client, we have developed a proprietary system that provides a road-map and guidelines for our advisors. We hope that this will allow the advisors to utilize everything that makes them exceptional while insuring that all the most important elements are completely addressed. 

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What makes Nexus Financial Solutions different from every other firm?  We keep in mind that every client deserves the very best that we can bring and we deliver.