Pat Nowak
Financial Adviser with Nowak & Nowak Financial helping individuals and businesses to create, build, and preserve wealth
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- South Burlington, VT, US
- LinkedIn followers
- 500 followers
About Pat Nowak
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 33 Blair Park Rd, Ste 103Williston,VT 05495Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Nowak & Nowak Financial Services is not owned or operated by New York Life Insurance Co. Or it\'s affiliates.
Experience
Financial Services Professional
Jan 1983 — Present · Williston, VT, US
Education
The American College
CLU,ChFC, LUTCF
Salem State University
BS
1963 — 1967
Skills
- Long Term Care Insurance
- Wealth Transfer Strategies
- Retirement Planning
- 401k Rollovers
- Fixed Annuities
- Asset Protection
- Estate Planning
- Investments
- Mutual Funds
- Life Insurance
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