Operating under the New York Life banner, Nancy Woolver offers comprehensive financial services with a focus on long-term planning and wealth management. Specializing in customized investment strategies, she helps individuals and families plan for a secure financial future through products such as life insurance, retirement income solutions, and educational funding. As a financial services professional backed by one of the most respected mutual life insurance companies in the United States, Nancy combines personalized attention with the strength and reliability of New York Life.

Her approach is rooted in building lasting relationships and understanding each client’s unique goals, whether preparing for retirement, managing risk, or planning an estate. Nancy is known for her educational approach, helping clients make informed decisions through detailed financial analysis and clear communication. She also prioritizes her community, often providing seminars and support to help people make confident financial choices. Working with Nancy offers the benefits of independent guidance supported by a strong institutional framework.

Website: http://www.nancywoolver.com/

Key Services:

– Personalized financial planning
– Investment and wealth management strategies
– Life insurance and protection solutions
– Retirement income planning
– College and education funding strategies
– Estate and legacy planning
– Business protection and succession planning
– Annuities and risk management solutions