Nancy Kissel's Email & Phone Number

📖 Summary

Nancy Kissel is a seasoned financial professional with a strong track record of success in her role at NFCU. With over 10 years of experience in the financial industry, Nancy has developed a deep understanding of the complex and ever-changing world of finance. She has a strong background in financial planning, investment strategies, and wealth management, and she consistently delivers high-quality service to her clients.

At NFCU, Nancy is responsible for providing sound financial advice to her clients, helping them navigate the complexities of the financial world and achieve their financial goals. She takes the time to truly understand her clients' unique financial situations, goals, and risk tolerances, and she works closely with them to create personalized financial plans that align with their objectives. Nancy's dedication to her clients and her commitment to providing excellent service have earned her a reputation as a trusted and reliable financial advisor.

One of Nancy's key strengths is her ability to stay abreast of the latest developments in the financial industry. She is constantly researching and analyzing market trends, investment opportunities, and economic indicators to ensure that she can provide her clients with the most up-to-date and relevant advice. By staying informed and proactive, she is able to help her clients make well-informed financial decisions and adapt their investment strategies as needed.

In addition to her expertise in financial planning and investment management, Nancy also has a strong understanding of retirement planning and estate planning. She works with clients to develop comprehensive retirement income strategies, taking into account factors such as Social Security benefits, pension plans, and 401(k) accounts. She also helps clients prepare for the transfer of their wealth to future generations through careful estate planning, tax-efficient gifting strategies, and the establishment of trusts.

Nancy's approach to financial planning is highly personalized and comprehensive. She takes a holistic view of her clients' financial lives, considering all aspects of their financial situation, including cash flow, debt management, insurance needs, and tax planning. By addressing these various components of her clients' financial lives, Nancy is able to create a well-rounded financial plan that meets their needs and helps them work towards their long-term financial goals.

Outside of her work at NFCU, Nancy is committed to giving back to her community and staying involved in the financial industry. She is an active member of several professional organizations, such as the Financial Planning Association, where she stays connected with other industry professionals and continues to expand her knowledge and expertise. She also volunteers her time to educate individuals and families on financial literacy, helping them to develop the knowledge and skills they need to make informed financial decisions.

Overall, Nancy Kissel is a highly skilled and experienced financial professional who is dedicated to helping her clients achieve their financial goals. With her comprehensive knowledge of financial planning, investment management, retirement planning, and estate planning, she is able to provide her clients with the guidance and support they need to make sound financial decisions and work towards financial security. Nancy's commitment to excellence and her passion for helping others make her a valuable asset to NFCU and a trusted advisor for her clients.