Nancy D. McKee, CFP^®

Allegheny Financial Group

811 Camp Horne Rd, Ste 100
Pittsburgh, PA 15237

FINANCIAL ADVISOR'S WEBSITE

www.alleghenyfinancial.com/mckee

(800) 899-3880

+1 More Number

(412) 536-8023

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Nancy McKee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allegheny Financial Group in Pittsburgh, PA and the surrounding communities.

Financial Advisor Overview

Nancy has 29 years of Financial Planning experience in the areas of:

Retirement Planning

Investments ~ IRAs ~ Roth IRAs ~ 401k rollovers

Education Planning ~ 529 Plans ~ UTMAS

Estate Planning

Life Insurance

Financial Advisor Experience

Passionate about Financial Planning, Nancy sees herself as a financial coach, helping her clients reach their goals and objectives. As a Certified Financial Planner(tm) practitioner, Nancy offers client assistance in every aspect of financial life.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through Allegheny Investments, LTD, a registered broker/dealer. Member FINRA/SIPC.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Women's Finances