Nexus Financial Employee Directory
Financial ServicesPennsylvania, United States11-50 Employees
Nexus Financial, LLC operates as a marketing organization formed by Independence Financial Group, Ltd and RHM Partners, LLC. It aims to align its objectives with independent advisors and support their growth while handling business processing in a timely, efficient manner. The company offers a broad portfolio of life, annuity, long-term care, and disability products and collaborates with Osaic Wealth, an independent broker-dealer with a corporate RIA, to provide planning, retirement, investments, and trust services, backed by a technology platform and in-house expertise. Its primary clients are independent financial advisors seeking to expand their practice. Through Osaic Wealth, Nexus Financial serves high-net-worth individuals, business owners, and families seeking comprehensive financial planning and related services. Based in Blue Bell, Pennsylvania, the organization is a small- to mid-sized firm with more than 70 years of combined industry experience across its constituent entities.
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