Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Jo Brozek is a Registered Investment Advisor at McMill CPA and Advisors in Norfolk, NE. Nancy has been working in the industry since 1987 and joined McMill CPA PC in January 2005. Nancy has a variety of experience in the financial industry, including providing financial planning, pension consulting, and portfolio management for both individuals and businesses. Nancy is also involved in other businesses, including McMill Inc., Wealth Management Nebraska LLC, and Retirement Plan Consultants LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
08/26/1999 - Present
McMill CPA AND Advisors (NORFOLK NE)
Active
Inactive
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