Offices:
Connecticut:
100 Corporate Place, Suite 210, Rocky Hill, CT 06067
Biography
Nathaniel Vinson has helped individuals and businesses build their investments, Preserve their assets and reach their financial goals for more than 15 years.
Focus
- Life Insurance
- Long Term Care Insurance
- Investments & Asset Allocation
- College Savings Plans
- Business Strategies
- Retirement Strategies
- Estate Planning Strategies
Accomplishments
- Member of MDRT (Million Dollar Round Table), a premier industry association of financial professionals worldwide
- Qualified for the ACE Award 13 times, one of the highest honors that Signator bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence”
- Independence Financial Partners Advisor of the Year - 2009, 2010, 2011, 2013
* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary preservation and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
MDRT disclosure:
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.