Nancy L. Ladd,  CFP<sup>&reg;</sup> - Financial Advisor

Nancy L. Ladd, CFP®

Sr. Wealth Advisor

The Mather Group

353 N. Clark Street, Suite 2775
Chicago, IL 60654
FINANCIAL ADVISOR'S WEBSITE
(312) 776-2707

General

Nancy Ladd is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Mather Group in Chicago, IL and the surrounding communities.

Financial Advisor Overview

The Mather Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life's transitions. As a fee-only, fiduciary, and independent financial advisor, Nancy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
 

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Financial Advisor Experience

More than 20 year in financial services.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - NAPFA Registered Financial Advisor

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Sudden Wealth, Personal Taxes, Women's Finances

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