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Description:
Insight. Integrity. Solutions.
Nexus Financial Services, Inc. offers a full range of financial services for both business owners and individuals. We focus on the relationship, not just the transaction.
o Retirement planning
o IRAs* (traditional, Roth, SEP, SIMPLE)
o 401(k) plans* (traditional and Roth)
o 401(k) rollovers*
o College planning
o Estate planning
o Professional money management*
o Mutual funds*
o Stocks and Bonds*
o Annuities*
o Life insurance
o Long-term care insurance
o Disability insurance
o Health Savings Accounts*
o Banking services
*Securities offered through H.D. Vest Investment ServicesSM Member SIPC. Advisory Services offered through H.D. Vest Advisory ServicesSM. Non-bank subsidiaries of Wells Fargo & Company.
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In Photo: |
Wendy Woods, Owner |
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