Nancy Giraldo Email & Phone Number

Nancy is a Financial Planner and Special Care Planner with Magnolia Wealth Strategies in the Greater New Orleans area.She has 24 years of experience with MetLife and Magnolia Wealth Strategies. She was born in Caicedonia, V. Colombia, South America and has been residing in the New Orleans area since 1968.Nancy's practice is focused on a comprehensive approach to Financial Planning, which includes Financial Position, Protection, Investment, Tax, Retirement, & Estate Planning. She is dedicated to helping families and small businesses navigate through the maze of financial complexities and committed to shaping, securing and fulfilling her client's multi-generational needs. Estate planning is important for most families and is not an activity for only the wealthy. It is "critical" and essential for families with special needs dependents.In her capacity as a Special Care Planner, Nancy communicates to her clients that Special Needs Planning is different from general Estate Planning, both legally and financially. She is committed to helping secure lifetime care and quality of life care for her clients and their dependents with special needs.She is licensed and registered to sell insurance and securities in Alabama, Florida, Georgia, Illinois, Indiana, Louisiana, Mississippi, Tennessee, Texas and Virginia. She is a registered representative of and offers securities, investment advisory and financial planning services through MML Investor Services, LLC.. Member SIPC. www.SIPC.org. 3838 North Causeway Blvd. Suite 3400 Metairie, LA 70002 (504)613-2000MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.CRN202104-245542

Listed skills include 401K Plans, 403 Plans, 457 Plans, Business Continuation Strategies, and 40 others.