Nancy is a partner with Angelo Planning Group with over 25 years of experience in the financial services industry. She has received the designations of Certified Life Underwriter, Chartered Financial Consultant & Chartered Retirement Planning Counselor.
Nancy has developed an advisory practice with a focus on the individual and family owned business for retirement, estate & legacy planning as well as business transition and cash flow strategies.
Her Vision Statement reflects her philosophy on the service she provides:
“My vision is to grow, preserve, and protect my client’s assets so their lives will have a firm financial foundation to protect them from the adversities of life and enable them to enjoy and share the blessings of life to provide for their families and be an asset to their community.
I want my business to have a stellar reputation for integrity and competence.”
Nancy can be reached at (585)688-6988.