General Info

Nancy Curtin is an honors graduate of Columbia University with over 20 years of financial and business consulting experience across a multitude of sectors and industries. She has developed a stellar reputation for providing service excellence to her Client base, providing solution oriented financial plans and implementing best practices for her Clients and their families. Nancy is a specialist in retirement rollovers, helping Clients to maximize retirement dollars, and long-term care, and is frequently called upon as an expert by financial writers and journalists on these subjects. Nancy also serves the corporate community as a Group Benefits Advisor, educating and assisting businesses with 401(k) selection, setup and ongoing support. As a REGISTERED REPRESENTATIVE of Commonwealth Financial Network for securities and related investments, Nancy is committed to ongoing professional development and education, and has completed several Executive Management seminars and courses at Columbia University Business School.