At NFA Institutional Services, we partner with credit unions and banks nationwide to help them deliver more value, deepen trust, and expand opportunities for their members. By integrating our team of experienced financial advisors into your institution, we provide holistic solutions that go beyond everyday banking—bridging the gap between financial services and financial well-being.
What sets NFA Institutional Services apart is our ability to blend institutional expertise with a human-first philosophy. We don’t just deliver financial solutions—we help credit unions and banks create lasting value for their members by offering guidance that connects money to life. With us, your institution gains both a competitive edge and a qualified partner.
Our work is guided by the belief that true success is about more than money. Through the Five F’s—Faith, Family, Finances, Fitness, and Fun—we help your institution’s clients align financial strategies with their overall life goals. This holistic approach builds trust, loyalty, and lasting impact.
Backed by decades of financial knowledge across wealth management, retirement planning and institutional services.
Advisors who operate as an extension of your institution, aligned with your values and brand.
From portfolio management to group benefits, 401(k) programs, and risk management services.
We put relationships first, ensuring every client feels valued, understood, and supported.
When you choose NFA Institutional Services, you gain a partner who understands both the financial landscape and the importance of member relationships. We are committed to delivering measurable results for your institution, while never losing sight of the human side of finance.
From small credit unions to large banking networks, institutions across the country trust NFA to help them expand their services, strengthen their brand, and enrich the lives of the people they serve.
Together, we can build stronger institutions and brighter futures.
To strengthen financial institutions by equipping them with the tools, resources, and advisory expertise their clients need to thrive—financially and personally. We believe that when members are financially empowered, institutions grow stronger too.
With NFA Institutional Services, your institution gains more than financial knowledge—you gain a partner committed to helping you deliver qualified, holistic solutions to the people who rely on you most.
Let’s explore how a partnership with NFA Institutional Services can elevate your offerings and strengthen your institution’s value.
