At NCA Financial Planners we have a 12 member Investment Research Team that is responsible for providing ongoing research for a wide variety of investments. Each advisor chooses specific investments for every client’s portfolio that fit with their personal goals and objectives.
In addition to providing ongoing research, the Investment Research Team supplies data to support our periodic conference calls for clients and friends of the firm.
At NCA Financial Planners, our goal is to be the trusted investment advisors for our clients. If you have any questions regarding the Investment Research Team, please contact your advisor.