All of the firm’s advisors become NAIFA members and are poised to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program.
The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Blake Wealth Partners in Columbus, Ohio has become a NAIFA 100% Agency. Under the membership program, Blake Wealth Partners has enrolled all of its advisors as NAIFA members, enrolled them in NAIFA’s grassroots advocacy programs, and encourages them to participate in NAIFA as a group. Group members are proudly displayed to consumers on the consumer-facing financialsecurity.org site and members are listed in Life Happens’ “Find a Financial Service Professional” search at www.lifehappens.org.
As NAIFA members, Blake Wealth Partners advisors subscribe to NAIFA’s Code of Ethics and will participate in state chapter events, as well as NAIFA’s annual Congressional Conference. They will contribute to NAIFA’s powerful advocacy voice in their statehouse and at the federal level. Blake Wealth Partners advisors will also enjoy all the other benefits of membership, including professional development programming, and will be featured in NAIFA’s Advisor Today media platform.
“We are pleased to welcome Blake Wealth Partners and its financial professionals to our community of NAIFA advisors,” said NAIFA President Tom Cothron, LUTCF, FSCP. “The advisors of Blake Wealth Partners are highly successful professionals, who reflect well on our industry as they help their clients achieve financial security and prosperity. They are exactly the type of members who make NAIFA the premier association for insurance and financial professionals in the United States.”
Blake Wealth Partners is a team of financial professionals who deliver comprehensive planning, investment, and insurance services for individuals, families, and businesses motivated to achieve financial success that enables them to live rich, rewarding lives.
“At Blake Wealth Partners we appreciate all of the great work that NAIFA does to promote our industry and the success of insurance and financial professionals, so we are excited about this relationship,” said Scott Blake, MBA, CLU Wealth Management Advisor and Founder. “Everyone at Blake Wealth Partners is interested in reaching their greatest potential while supporting an industry that has given us a great deal of success. Being active and engaged NAIFA members is a part of that, so it made sense for our whole firm to join and for Blake Wealth Partners to become a NAIFA 100% Agency.”
ABOUT NAIFA:
Founded in 1890, the National Association of Insurance and Financial Advisors is the preeminent association for financial service professionals in the United States of America. NAIFA members, in every Congressional district and every state house, subscribe to a strong Code of Ethics and represent a full spectrum of practice specialties to promote financial security for all Americans. Complimented by its professional development and consumer divisions, the Society of Financial Service Professionals, and Life Happens, the association delivers value through advocacy, service, and education.
ABOUT Blake Wealth Partners:
Blake Wealth Partners is a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families, and businesses motivated to achieve financial success that enables them to live rich, rewarding lives. Their team works closely with clients to build holistic, tailored plans designed to bring the most ambitious visons to fruition. Clients appreciate their expert perspective and hands-on guidance to help them make informed financial decisions throughout their lifetimes. This includes retirement savings and income distribution, education funding, tax efficiency, business transition, and exit planning – and leaving a legacy that extends beyond their lives both within their family and philanthropically.
For information on NAIFA's group membership plans, please visit https://belong.naifa.org/groups.
