Nancy Schultz Email & Phone Number

I have been working with individuals and businesses for over 16 years. I use my extensive personal and professional experience in all areas of financial services areas to help my clients pursue their goals. Registered to provide a variety of financial services, I strive for excellence, and provide a quality experience at every level . I deliver experience, accessibility, and integrity. Each client is unique and very important to me. I strive every day to be my clients' most trusted Advisor. Since 1997, I have lived in the Midcoast area. I am a perpetual student of the business and have won numerous awards for outstanding skills and leadership. When I am not helping my clients and prospects you will find me working in the community.Disclosure:Schultz Retirement Income Solutions, Inc. ("Schultz") is a Registered Investment Advisor ("RIA"), located in the State of Maine. Schultz provides investment advisory and related services for clients nationally. Schultz will maintain all applicable registration and licenses as required by the various states in which Schultz conducts business, as applicable. Schultz renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion

Listed skills include Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, and 14 others.