Nathan Way, Cltc, Chfc, Aif Email and Phone Number
I help others connect their financial balance sheet to their emotional balance sheet, while keeping it organized for the benefit of their family and business. Throughout my time as owner of Novity Wealth, I have helped countless people navigate through financial obstacles. I pride myself on my ability to listen and become a soundboard for all the concerns my clients may have and recommending the best solution to help them overcome difficulties. I strongly believe in the value of tailoring a unique strategy to fit the diverse needs and objectives to help others succeed. So if you’re looking for help, know that me and my team will be working alongside you every step of the way. I specialize in providing the following services, but not limited to: • Financial Planning• Retirement Planning• Wealth Management• Estate Planning If I can be of help to you, or you would like to know more about the services that I offer, feel free to reach out to me at: 716-929-1544nway@novitywealth.comwww.novitywealth.comI am licensed to sell securities in AZ, CA, CO, CT, DE, FL, GA, MD, ME, NC, NJ, NY, OH, OR, PA, SC, TX, VA, and insurance in CA, CO, CT, FL, GA, MA, MD, ME, NC, NJ, NY, OH, PA, SC, TX, VA, WA. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services. Member SIPC (www.sipc.org). Supervisory address 400 Meridian Center Suite 101 Rochester, NY 14618. Novity Wealth Solutions is not a subsidiary or affiliate of MML Investor Services., or its affiliated companies. Domiciled in NY, CA Insurance License No. 0H22337.
Novity Wealth Solutions
View- Website:
- novitywealth.com
- Employees:
- 4
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Financial Services Representative And Investment Advisor RepresentativeNovity Wealth Solutions Jan 2008 - PresentWilliamsville, Ny -
Financial AdviserMetlife Premier Client Group Of Upstate New York, An Office Of Metlife Jan 2015 - Jul 2016 -
Financial RepresentativeNew England Financial Jun 2003 - Dec 2014 -
West Coast Regional Sales ManagerBaxter International Inc. 1996 - 2001Responsible for managing sales territory of 13 western states selling medical equipment directly to hospitals and health care facilities for a company called Sigma International which was later bought by Baxter.Clients included Cedar Sinai Hospital, Long Beach Memorial Hospital, and St. Josephs in Albequerque, NM.
Nathan Way, Cltc, Chfc, Aif Education Details
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Lockport Senior High SchoolRegents
Frequently Asked Questions about Nathan Way, Cltc, Chfc, Aif
What company does Nathan Way, Cltc, Chfc, Aif work for?
Nathan Way, Cltc, Chfc, Aif works for Novity Wealth Solutions
What is Nathan Way, Cltc, Chfc, Aif's role at the current company?
Nathan Way, Cltc, Chfc, Aif's current role is Financial Services Representative, Investment Advisor Representative and owner of Novity Wealth Solutions..
What schools did Nathan Way, Cltc, Chfc, Aif attend?
Nathan Way, Cltc, Chfc, Aif attended University At Buffalo, Lockport Senior High School.
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