"I wholeheartedly endorse Nancy both as a Financial Planner and our long-term Financial Advisor. I've worked with her for over five years and my only regret is that I didn't begin working with her earlier in my career. She has given my husband and me peace of mind with constant care, regular and thorough communication, and creation and maintenance of a comprehensive plan for our final working years leading into retirement. She is great at explaining complex financial issues in clear terms so that we understand everything she is doing in the ongoing management of our finances. We feel incredibly lucky to have her guiding our financial decisions and investments." - Angie
The statement was provided 06/21/2023 by Angie who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"Nancy Curtin’s guidance changed the trajectory of my financial future. Without her advice, I would not have discovered that my decade of work for my current employer qualified me for student loan forgiveness. I am a now month away from over 100K of loans being forgiven, and the freedom and gratitude I feel is beyond words. I approached Nancy because I needed help consolidating and managing my retirement funds and felt overwhelmed. She walked me through the process, easing my anxiety, and continues to actively manage my retirement funds and provide overall financial counsel. I am drawn to Nancy’s holistic approach; she is genuinely invested in my success as a person, not just as a client. Her intelligence and integrity are matched by her empathy and kindness. I was apprehensive about seeking help based on past experiences but am so glad I found Nancy through a friend and recommend her to anyone in need of a financial advisor." - Allison
The statement was provided 06/15/2023 by Allison who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"Working with Nancy for these past few years has been a great experience. She identified some positions where I was over-concentrated, helped me diversify, and created an investment strategy specifically tailored for me. I could never have done any of this without Nancy's ongoing active management and her reliable, insightful financial advice." - Joe
The statement was provided 06/28/2023 by Joe who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"Nancy and I met in 2009 soon after my wife died. I knew I needed help gathering the family assets and I was impressed by her focus, intelligence and pleasant personality. I asked her to become my financial advisor and to manage my investments. She has become a vital part of my financial life, and we have a wonderful friendship as well. Nancy is an amazing person. She is the most thoughtful, considerate financial advisor with whom I have ever worked. She goes beyond investing and discusses my financial planning and tax planning needs with my attorney and accountant and keeps everybody on the same page for my benefit. She contacts me regularly to discuss my investments, provides me with detailed reports, and is readily available to me. I know that she always has my best interests at heart and has made my financial life easier and more manageable." - Ed
The statement was provided 07/03/2023 by Ed who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.