Management Team

Partner | Lead Accountant

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT NANCY

Nancy graduated from Merrimack College with a BS in Accounting and has her MBA from Monmouth University. She is a member of the NJ Society of Public Accountants and the American Institute of Certified Public Accountants.

A BRIEF HISTORY

Nancy has worked in a variety of roles in both public and private accounting since starting her career more than 20 years ago. Her experience. attitude and tremendous work ethic has made Nancy a valuable team member since joining PFG in 2013. Nancy works with our clients accounting, tax planning, and tax preparation needs.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Nancy is engaged, or continues to be engaged, to provide investment advisory services.
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<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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