Crocker Financial Announces Membership in NAIFA: A Commitment to Excellence, Advocacy, and Client Service
August 21, 2025 – Kent, Ohio
At Crocker Financial, we believe protecting families, serving small businesses, and guiding individuals toward a secure financial future requires more than just products — it requires trust, integrity, and professional excellence. That is why we are proud to announce that our Owner & Principal Advisor, Matthew Crocker, has officially joined the National Association of Insurance and Financial Advisors (NAIFA), the largest and most influential association for insurance and financial professionals in the United States.
This new membership is more than a title. It reflects our ongoing commitment to the highest standards of professional conduct, lifelong learning, and advocacy for the clients and communities we serve.
Why This Matters for Our Clients
You may be asking: What does NAIFA membership actually mean for me as a client of Crocker Financial?
The answer lies in four key benefits:
1. Stronger Advocacy for Your Financial Security
NAIFA is the only organization that advocates for insurance and financial professionals at both the state and national levels. This means your advisor has a voice in shaping policies that directly affect your retirement security, life insurance protections, and access to affordable financial solutions.
2. Access to Ongoing Education and Best Practices
Through NAIFA, Matthew has access to cutting-edge training, workshops, and industry insights that keep Crocker Financial ahead of the curve. That translates into smarter, more innovative solutions for you — whether you’re protecting your mortgage, building retirement wealth, or planning your estate.
3. A Commitment to Ethics and Trust
NAIFA members are held accountable to a strict Code of Ethics, ensuring that every recommendation is made with your best interest at heart. For Crocker Financial clients, this doubles down on our promise of integrity, faith-driven guidance, and transparency.
4. Expanded Professional Network
NAIFA connects Matthew with thousands of financial advisors, carriers, and professionals nationwide. This network allows us to bring fresh insights, strategies, and collaborative opportunities back to our clients in Ohio, South Carolina, South Dakota, Virginia, Tennessee, and Indiana.
What NAIFA Membership Means
Founded in 1890, NAIFA has been the voice of insurance and financial professionals for well over a century. With members in every congressional district across the United States, NAIFA is unique in its dual mission:
Supporting financial professionals through education, professional development, and networking.
Advocating for clients and consumers by working with legislators and regulators to ensure financial security and consumer protection.
As a NAIFA member, Matthew has pledged to uphold the association’s Code of Ethics, which emphasizes always acting in the best interests of clients, maintaining honesty, and striving for the highest professional standards.
This alignment strengthens Crocker Financial’s ability to deliver transparent, values-driven financial advice that reflects both our Christian foundation and our clients’ needs.
Elevating Crocker Financial’s Mission
From the beginning, Crocker Financial has stood on the belief that financial planning is not just about numbers — it’s about protecting what matters most and leaving a legacy of faith, stewardship, and security.
Joining NAIFA complements our mission by giving us:
A national platform to amplify our advocacy for families and small businesses.
A support system that ensures we are delivering the most up-to-date, compliant, and ethical advice.
A seal of credibility that reinforces our dedication to our clients’ success.
As Matthew puts it:
“Being part of NAIFA is about more than my professional growth — it’s about showing my clients that I’m fully committed to protecting their families and futures with the highest standards of care. This membership allows me to be their advocate not only at the table but also in the broader financial system.”
About the National Association of Insurance and Financial Advisors (NAIFA)
NAIFA is the preeminent professional association for insurance and financial advisors in the U.S., representing advisors who serve Main Street families, entrepreneurs, and businesses of every size. Its members provide critical services:
Increasing financial literacy in communities nationwide.
Helping families prepare for inevitable risks like death, disability, or illness.
Ensuring secure retirements through proper planning, Social Security strategies, and wealth management.
Positioning individuals and businesses to leave financial legacies for future generations.
NAIFA members are respected not just for their expertise but for their dedication to consumer advocacy and ethical practices. For over 130 years, the association has stood as a guardian of financial security for American families.
Why This Announcement Is Important to Our Community
When a local firm like Crocker Financial joins a national body like NAIFA, the impact extends beyond our office. It sends a message that our clients, community, and values are worth protecting at every level.
This means:
Families in Kent, OH (and the states we serve) benefit from advocacy on Capitol Hill.
Small businesses gain from legislation that supports continuity planning, retirement benefits, and employee protections.
Retirees and pre-retirees know that their advisors are backed by a powerful network of professionals and resources.
It also shows that Crocker Financial is invested not only in serving clients today but in building an environment where financial security is possible for all Americans.
Looking Ahead
This membership marks the beginning of a new chapter for Crocker Financial. With NAIFA’s support and resources, we plan to:
Host educational workshops on financial literacy, retirement planning, and insurance basics.
Expand our advocacy role in the communities we serve, aligning local needs with national conversations.
Strengthen our partnerships with other professionals to bring clients more holistic solutions.
Continue building trust through faith-driven guidance, transparent advice, and proactive service.
For clients, this means more resources, more protection, and more confidence in every financial decision made with our team.
Final Thoughts
At Crocker Financial, we see membership in NAIFA not as a milestone, but as a commitment to continuous growth, service, and advocacy.
Whether you’re a young family buying your first home, a small business owner planning for succession, or a retiree looking to protect your legacy, know this: we’re here to guide you with the integrity of our faith, the strength of our experience, and the backing of the most influential professional association in our industry.
Together, with the support of NAIFA, Crocker Financial will continue to protect what matters most, plan for generations, and help families build wealth with purpose.
📌 About Crocker Financial
Founded in 2023, Crocker Financial is a faith-driven financial services firm based in Kent, Ohio. We serve families, individuals, and business owners across Ohio, South Carolina, South Dakota, Virginia, Tennessee, and Indiana. Partnered with Symmetry Financial Group, we provide access to over 30 top-rated insurance carriers and specialize in life insurance, mortgage protection, retirement planning, estate planning, and debt-elimination strategies.
📍 Learn more at www.crockerfinancial.online
📞 (330) 778-9488
✉️ matthewcrocker@crockerfinancialllc.com
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