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NANCY COOPER

BBA, CFP® Financial Planner, Co-Founder

 
Education Savings

 

WS Financials offer a variety of plans that help you save for your child’s education.

Investment Programs

 

Every investor is different. That is why WS Financials offer a variety of ways to invest with us. I will work with you to determine the right suit of investment programs for you.

Everyday Cash Management

 

Wisely handling everyday finances can play an important role in achieving your goals, and I can help with that, too.

Let’s get started on your short- and long-term financial plans. I am ready to help by meeting with you one-on-one, face-to-face at our office.

 

Call me today 987.654.3210 or email us at info@WSFinancials.com to book an appointment.

Investments

 

I believe a long-term, diversified investment strategy is a much more solid way to invest. WS Financials only offer the highest quality products, including stocks, bonds, mutual funds and annuities.

Insurance

 

Insurance can be an affordable way to protect your assets from the burden of unexpected circumstances.

Learn about the tools WS Financials can offer to help you meet your financial goals.

Solutions & Services

Retirement

 

Whether you are an individual investor or a business owner with employees, WS Financials has different retirement plans to choose from.

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