“I met Nancy the year my husband had died. I was thinking about an early retirement but I didn’t know how to make it work. Nancy really ” got me ”  –  she took time to understand what was important to me and provided some very creative solutions. She gave me confidence and peace of mind. I highly recommend her services.”

Marion W Semi-Retired Registered Nurse
Marion W

“I was referred to Nancy for financial consultation. Nancy’s knowledge of financial Instruments, networking, tax laws and shelters has resulted in a portfolio that has positioned me to retire with the confidence of income and tax benefits upon death.”

Ted O.  Retired Social Worker
Ted O.

“My husband and I had never embarked on working with a financial advisor prior to working with Nancy. We had a lot of hesitation and reservations about what the whole process might look like. Upon meeting Nancy- she made us feel super comfortable and at ease.

Since working with her, our finances have shifted dramatically and, still, we feel totally at ease being upfront about whatever our current situation is and she continues to deliver appropriate helpful advise no matter the income level.

She has transformed our approach to our finances and opened our eyes to what possibilities are available to us now and in the future and helped us plan to make those possibilities a reality.”

Elizabeth D. Lead, Clothing Design Firm
Elizabeth D.

“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!”

Hussein K. Consultant & Entrepreneur
Hussein K.

“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!”

David M. Lawyer
David M.