Our Partnership With NOVA

Our Partnership with Nova Financial and Insurance Services

We have chosen to work in partnership with Nova Financial & Insurance Services to ensure we can offer our clients financial planning advice and solutions second to none. NOVA Financial, LLC dba NOVA Financial & Insurance Services, is committed to providing its clients with sage and sound investment advice. What this means is by working with Nova Financial and Insurance Services, we can ensure our financial planning practice is able to deliver exceptional client service and at the same time allow us to have access to the broad range of expertise required to plan, implement and monitor our comprehensive financial planning approach.

More about NOVA Financial and Insurance Services

Financial Solutions Right for You


OVA Financial & Insurance Services is a fee-based independent Registered Investment Advisory firm, registered with the Securities and Exchange Commission. Please refer to our Firm Brochure to obtain more detailed information.

With this type of hybrid investment platform, we are able to offer solutions that truly fit each client’s needs uniquely instead of subscribing to the “one size fits all” many other firms adopt when it comes to investment management and financial planning. This is a very important aspect of NOVA Financial & Insurance Services because they believe that a solid investment strategy must be developed individually for each client by focusing on their core goals and interests.

A Commitment to You and Your Family


ersonal commitment to professional excellence, coupled with a strong desire to help others, is the common thread among the Investment Advisors at NOVA Financial & Insurance Services. We often hear that the experiences that our clients have working with NOVA are far superior to those encountered at other investment companies. We’re proud of that difference, and of the long lasting relationships we have forged with our clients, their friends and their families!

Making Sure Your Advisor is on Track - Accuracy and Efficiency


OVA Financial & Insurance Services also offers their advisors award winning technology solutions for asset management and reporting as well as, highly qualified back office support. This means our Advisors can focus their time and attention on taking care of their clients and leave the operational aspects to us.

NOVA Financial & Insurance Services uses National Financial Services, LLC a Fidelity Investments company as our custodian. They are one of the largest providers of brokerage services. National Financial Services LLC serviced over 20 million accounts representing $1.8 trillion in assets. NOVA Financial & Insurance Services’ partnership with The strength and reputation associated with Fidelity Investments is one of the many reasons we are pleased to be working with National Financial Services LLC.