Nottingham Financial Group
Finding the right financial strategy starts with advisors who know more than your objectives. They know you by name. And they know you want solutions tailored to your individual needs. So whether it's investment advice, choosing the right insurance or establishing a trust, our professionals have the experience to address the needs of families and businesses alike.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Nottingham Investment Services*
Whether retirement is around the corner or decades away, you’ll need a comprehensive plan that strives to generate solid returns, grow your nest egg and map out a comfortable future. Our advisors can help you with:
- Personal & Business Retirement Planning
- Education Planning
- Comprehensive Financial Planning
- Estate Planning
- Life, Disability & Long-Term Care Insurance
- Investment Management
- Individual Managed Advisory Accounts
OneGroup Retirement Advisors*
OneGroup Retirement Advisors is a full-service investment services firm dedicated to providing comprehensive investment fiduciary advice to plan sponsors. Through our firm’s history, our approach has always been consultative and collaborative.
These are just a few of the many tools in our toolbox that strive to help you ensure your qualified retirement plan is optimized, running efficiently and in accordance with ERISA:
- Competitive Fee & Benchmarking Study
- Employee Education Roadmap to Retirement
- Fiduciary Support
Nottingham Advisors
Our team of investment professionals manages and advises on over $1 billion of client assets, specializing in low-cost, risk-aware Exchange Traded Fund (ETF)-based investment strategies. With the use of customized investments, Nottingham will help you identify your strategy for accumulating wealth, tax planning, ensuring adequate liquidity and legacy planning for future generations.
- Global Asset Allocation Specialists
- Socially Responsible Investment Portfolios
- Individual and Institutional Portfolio Management
- Pioneers in the Use of Exchange Traded Funds
Nottingham Trust
As the name implies, when you establish a trust, you get the assurance that your loved ones will be taken care of, and your estate will be used and distributed according to your wishes. Trust services and administration from Nottingham Trust, a division of Community Bank, do that and more: They also can help optimize your taxes and principal growth. Our advisors will help you establish and manage your trust with:
- Trust Administration
- Estate Planning & Settlement
- Investment Management
Partner Solutions
Nottingham Partner Solutions is a service of Nottingham Financial Group, leveraging the capabilities of Nottingham Trust, Nottingham Advisors, and BPAS to deliver turnkey services to help better position, enhance, diversify, and scale your wealth management business.
- Chief Investment Officer
- Trust Services
- Workplace Retirement Plans
- Roadways Express IRA
- Fiduciary Services
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Community Bank, Nottingham Investment Services, Inc., and OneGroup Retirement Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Nottingham Investment Services and OneGroup Retirement Advisors and may also be employees of Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Bank, Nottingham Investment Services, Inc., or OneGroup Retirement Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Community Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Check the background of your financial professional on FINRA’s BrokerCheck system. Nottingham Financial Group (“NFG”) is a marketing name for certain related financial entities, Nottingham Advisors, Inc., Nottingham Wealth Partners, Inc., Nottingham Trust, and Nottingham Investment Services, Inc. providing clients with access to a broad array of products and services available through bank and non-bank affiliates within NFG. Not all of the products and services are provided by all affiliates. Nottingham Advisors and Nottingham Wealth Partners are investment advisers registered with the SEC. These firms are affiliated through common ownership by Community Bank, N.A. Nottingham Trust, as a division of Community Bank, N.A., provides trust services to clients, including clients of either registered investment adviser. More information on each of these organizations may be found at https://adviserinfo.sec.gov/ and https://brokercheck.finra.org/.
The Nottingham Financial Group family of financial services entities is under common ownership, and affiliated with, certain benefit plan service companies operating under Benefit Plans Administrative Services, Inc. The organizations are all under the common control of Community Financial System, Inc. Community Financial System, Inc. may therefore benefit from any business referral between the affiliated entities.