Wealth Management

Financial Partners Group is excited to be offering a new Web-based financial planning tool for a select group of clients to offer a comprehensive view of their financial picture. 

With Wealth Management Solutions, our advisors will be able to pro-actively manage their client relationships by identifying strengths and weaknesses in asset allocation, keeping accounts up-to-date and monitoring significant changes in their client's financial assets.

To learn more about this innovative program, choose the category that is right for you:

Affluent

Attorney

Business Owners

Executives

Financial Planning Needs

Physicians

Professional Athlete / Artist

Professional Women

Approved Wealth Management Solutions Representatives

INDIANA
Nancy B. Cunning, CFP®
MetDESK® Specialist
Financial Planner and Registered Representative
New England Securities Corp.
(317) 574-2930
ncunning@indiana.nef.com

OHIO
Donald Yelton, CLU®, J.D.
Financial Planner and Registered Representative
New England Securities Corp.
(513) 621-9000 ext. 3984
dyelton@ovg.nef.com

KENTUCKY
Mike Joksimovic
Financial Adviser and Registered Representative
New England Securities Corp.
(502) 896-1000 ext. 16
mjoksimovic@ovg.nef.com

J. Dennis Johnson
MetDESK® Specialist
Financial Planner and Registered Representative
New England Securities Corp.
(502) 896-1000 ext. 18
jjohnson@ovg.nef.com

Wealth Management Solutions is a fee-based financial planning platform available through financial planners and investment advisor representatives of New England Securities, a Registered Investment Adviser, 501 Boylston Street, Boston, MA 02116.  Financial Partners Group is a marketing firm of New England Financial and related companies.