The following companies have agreed to provide NAPFA members and affiliates with discounts on services and products. When you contact one of these firms just say, "Yes, I belong to NAPFA" to receive a discount.
If you know of a provider that may be willing to offer similar discounts to our membership, please contact Margery Wasserman at the NAPFA national office.
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ExecPlan Express • i365 • Integrate 2000 • Junxure
Kiplinger's Your Family Records Organizer • MoneyGuidePro Morningstar • Money Tree Software
PreciseFP • ProTracker Advantage®
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Inside Information
Technology Tools for Today (T3) |
National Compliance Services• MAGA
Cambridge Alliance • RIA's Compliance Tool Kit • Stark & Stark
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Cambridge Alliance E&O Insurance • MAGA - John Hancock • NAPFA Group Disability Standard Insurance Co. Long Term Care Physicians Mutual
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AdvisorIntelligence • AdvisorMine • Advisor Products • FOLIOfn • Life Planning Tool Kit • The MD Preferred Financial Advisor Network • Myfinancialadvice, Inc. • TheStreet.com Ratings • Total Office, Inc. • Collegiate Funding Solutions • Income Solutions
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CEO Image Systems
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Disclaimer
We are grateful to each of the service providers for offering discounts as a benefit to NAPFA Members and Affiliates. However, it should be understood that NAPFA does not undertake the responsibility of performing due diligence on individual providers. Also, inclusion in the following list does not constitute an endorsement by NAPFA. Members and Affiliates should perform their own due diligence on any products or services which they use or recommend. | 
