At Nations Financial Group, we take pride in empowering financial advisors to deliver top-tier service with a personal touch. Our partnership with Core Investments Group is a perfect example of how we help advisors like Jamie McDonald provide a unique client experience, balancing personal relationships with access to extensive resources and support.
Jamie McDonald, a trusted advisor with over 20 years in the industry, has been part of the Nations Financial Group family for over eight years. He describes his work at Core Investments Group as “small enough to care about the client but big enough to follow through on promises.” This approach aligns perfectly with our vision. We believe that great client service stems from empowering advisors with the tools they need to deliver on their promises, without compromising the personal attention clients deserve.
As a broker-dealer and RIA, we are committed to providing Core Investments Group with access to cutting-edge technology, industry-leading resources, and robust, yet common sense, compliance systems. Yet, our firm remains agile enough to recognize and value each advisor as an individual. Jamie notes that when he calls our home office, he doesn’t have to go through an impersonal process or dial a 1-800 number. A simple introduction by first name is enough because we prioritize relationships, both with advisors, their team members, and their clients.
This personalized approach extends to how advisors at Core Investments Group interact with their own clients, creating a seamless experience that instills trust and builds lasting relationships. At Nations, we understand that financial services are more than transactions -they’re personal commitments. We empower our advisors to provide both the expertise clients expect and the personal care they deserve.
The relationship between Nations Financial Group and Core Investments Group exemplifies our commitment to combining the power of resources with the warmth of personalized service. We’re dedicated to being the partner that makes it possible for advisors like Jamie to deliver exceptional service, fulfilling our mission of helping clients pursue their financial goals through trusted and caring relationships.
