"Nancy was superb to work with - she was quick to respond, empathetic with my needs, offered insurance options without bias and put my interests first.

Specifically, Nancy helped put together an incredible insurance arrangement for my business. I'd recommend her and PlumTree's services to anyone looking for to fulfill their insurance or wealth management needs!"

Consultant & Entrepreneur

"When I was trying to get disability insurance, Nancy was more than just my financial advisor. She was my advocate.   In the end, she got me a great disability policy under circumstances where most others would have been declined. Thanks, Nancy!"

Lawyer

"Nancy has been very supportive in helping me identify the types of life and travel insurance plans I needed. She would provide me optimal packages available tailored to my requirements and budget. She is very responsive whenever I have questions or any concerns during the process of my applications and beyond.

After meeting with multiple brokers from various companies, I found Nancy the most sincere and compassionate to help me with my needs. I felt at ease, without being pressured to make firm decisions on how my money will grow and benefit. The support is much appreciated!"

Engineer
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