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Nancy B.


Lynbrook, NY
Hometown: Lynbrook

Member since:

November 4, 2010

What do you hope to gain from joining this group?

Always looking to develop new relationships, that may lead to new opportunities to help others achieve their financial goals and dreams.

What kind of business do you have?

Financial Planning which includes college funding, retirement/estate planning strategies, insurance coordination, mortgages, cash flow management, tax minimization and asset protection.


I am a financial advisor dedicated to providing clients with an individually tailored approach to financial and investment strategies.

What Nancy B. is saying about this Meetup Group

This was my first attendance at this meetup group. The crowd was very friendly and I really enjoyed meeting new people and learning about what they do. Howard and Yvonne are wonderful hosts and great organizers.

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