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MetLife
The Point Is Your Financial Security
Today's investment climate offers unprecedented opportunities. At Nancy J. LaPointe Financial Services, an Office of MetLife, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
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A clear understanding of their financial goals
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A well-defined strategy for achieving those goals
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Ongoing support to help adjust their strategy when their needs change
Our services cover all areas of financial services, from investment and retirement planning to risk management and estate conservation. We focus on helping our clients develop a financial strategy that fits their unique needs and helps enable them to meet both short- and long-term objectives.
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Retirement Strategies
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Asset Allocation Strategies
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Charitable Gift Strategies
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Business Succession
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Estate Conservation Strategies
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Executive Benefit Strategies
Securities Licensed in WA,OR,MT,OH,NM,WV, and GA
Licensed to sell Life and Disability Income Insurance in WA, OR and GA.
6 year member of Million Dollar Round Table
Some health insurance products offered by unaffiliated insurers through the Enterprise General Agency, Inc.(EGA), 300 Davidson Avenue, Somerset, NJ 08873. Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI)(member FINRA/SIPC), a registered investment adviser. Branch Address: 4520Intelco Loop SE, Ste. 1E, Lacey, WA 98503. The EGA, MLIC and MSI are MetLife companies. MetLife is not affiliated with the Five Star Contractor Referral Source. Each organization is independently responsible for the products and services they offer. L0611189205[exp0712][WA]
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