About Us
About Us
The Partnership Marketing Company handles the transfer paperwork and valuations of most partnerships, both public and private, while registered representatives licensed with AFA Financial Group, LLC handle all aspects of the limited partnership sales. The brokers registered with AFA Financial Group, LLC have been involved in trading and transferring of limited partnership units on the secondary market for sixteen years.
The specific focus is on partner services giving brokers, fiduciaries and trust companies personalized service throughout the entire transfer process. We use simplified paperwork, providing you and your clients with fast and efficient service efficiently completing the transfer process.
Nancy Wilson, CFP, is a Registered Principal with, and offers securities transactions through, AFA Financial Group, LLC a Registered Broker-Dealer, and member FINRA/SIPC, and insurance licensed with the State of California, license #OC23865.
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