Nancy  Flint-Budde,  CFP<sup>&reg;</sup> - Financial Advisor

Nancy Flint-Budde, CFP®

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Nancy Flint-Budde CFP

173 S Main St, PO Box 718
Salem, NY 12865
(518) 854-3598

General

Nancy Flint-Budde is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Nancy Flint-Budde CFP in Salem, NY and the surrounding communities.

Financial Advisor Overview

Independent, transparent and relationship based planning for individuals and families

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Financial Advisor Experience

Opened independent practice in 2000. Expanded offices in 2010

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY, VT,
  • Health/disability insurance: NY, VT,
  • Fixed annuities: NY, VT,
  • Variable annuities: NY, VT,

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities by Licensed Individuals offered through Investacorp, Inc., a Registered Broker/Dealer - Member FINRA SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Buying a Home, Annuities, Charitable & Planned Giving, Government & Military, Mutual Funds, Real Estate, Retirement, Life Planning, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources