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Customized Solutions

Corporate Client Services

Solutions for Complex Issues
  • Stock Buy-Back Programs
  • Employee Stock Option Programs (ESOP)
  • 144 Stock Transactions
  • Exercise of Stock Options
  • 10b5-1 Programs

We help senior executives protect and grow the wealth often created by the transactions we manage for them. Our involvement in your firm's investment banking business enables us to understand your business better and helps to satisfy the unique needs of the corporation as well as those of your executives and your workforce. National Securities Corporate Services Group assists executives with the complex decisions surrounding their long term financial strategies, often involving how best to handle their restricted company stock and stock options.


Corporate Benefits

Everyone Benefits
  • 401(k) and Retirement Plans
  • Deferred Compensation Programs
  • Group Insurance Benefits: Life, Health, LTC and DI
  • Flex Spending Accounts
  • Buy-Sell and Key Man Agreements

Helping employees plan and protect their future may benefit everyone. Working with National gives you the depth and knowledge of a company founded over 65 years ago. Our experienced team is made up of a diverse group of industry-leading professionals which can guide you through your most complex corporate and individual financial solutions. Lean on National's experience and knowledge to help protect your company's future.


Financial Integration

A Holistic Approach

The executives we work with often have their personal wealth tied up in their own company; however, evaluating your company benefits in a vacuum may not give the complete picture. Aligning your company benefits with your family's personal interests can be a complex and off-times challenging process. When you work with a member of our Corporate Services Group, we will help you maximize your personal wealth by integrating both your corporate and personal finances.

  • Tax Planning and Strategies
  • Retirement Income Planning
  • Estate Planning and Preservation
  • Insurance Protection
  • Charitable Giving

Helping executives and employees plan and protect their futures is what our advisors do best.

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