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Nancy B. Kaye, CFP®

$oundview Financial Service

640 Dune Rd
Westhampton Beach, NY 11978-2930
Phone: (516) 767-2594
Fax: (516) 547-9287

Toll-free: (800) 736-0166

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Arbitration & Mediation
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Women's Finances

 

How Planner Charges
N/A

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