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Home > Financial Planner Directory > New York > Larchmont > Nan P. Bailey, CFP®, AIF®

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Nan P. Bailey, CFP®, AIF®

NPB Wealth Management

1875 Palmer Ave
Ste 206
Larchmont, NY 10538
Phone: (914) 834-9105
Fax: (914) 834-9241

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties

Comprehensive Financial Planning
Annuities
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Mutual Funds
Retirement
Stocks & Bonds
Sudden Wealth
Nontraditional Households

How Planner Charges

Combination Fee/Commission

Considerations: Securities & Advisory Services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. For residents of CA,CO,CT,FL,HI,MA,ME,NC,NH,NJ,NY,OH,PA,VA,WI only due to state regulations/registration requirements.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.