morning sunrise over the lake

 

According to an October 2020 American Express survey, 89% of respondents cited financial stability as the leading benefit of owning a business. Is your business financially stable? With the right strategy, it can be. (American Express)

Owning a small business is hard. Balancing the many needs of your company can be daunting, especially when it comes to your financial needs. But that doesn't mean you have to handle it alone. You can have a financial advisor by your side to help. Guided by my practice’s knowledge, experience and integrity, we’ll focus on what matters most— you! We’ll evaluate your financial situation, assess the current economic landscape and recommend a strategy designed to help guide you to make the right financial decisions that impact you and your business. It’s time to get started.

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Disclosure

Nancy Woolver is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, FL, GA, IA, ID, IN, MA, NC, NY, PA, SC, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

Nancy Woolver is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 209 High Point Dr Ste 310, Victor, NY, 14564, 585-629-6826. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IA, IN, MA, NC, NY, PA, SC, UT, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Nancy Woolver is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, GA, IA, IN, MA, NC, NY, PA, SC, UT, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Nancy Woolver is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​