Nancy Brewer

Nancy Brewer

Client Services Associate

As a Client Services Associate in the financial services industry, Nancy has been responsible for building and maintaining strong relationships with clients, managing their accounts, and providing exceptional customer service. She plays a critical role in managing and driving the client experience at Investment Planning Group.

Reach Me Directly

Phone: (772) 233-4315

Fax: (772) 233-4316

Email: [email protected]

Dedicated to:

  • Serve as the primary point of contact for client inquiries and provide prompt and effective solutions.
  • Establish and maintain positive relationships with clients.
  • Provide exceptional service and support to clients, ensuring their satisfaction with our client services model.

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We invite you to schedule a free, no-obligation consultation to discover how we can help you pursue your financial goals.


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