Nancy L. Beck, CFP<sup>&reg;</sup> - Financial Advisor

Nancy L. Beck, CFP®

President

Beck Financial Strategies, Inc.

5825 N Post Rd
Indianapolis, IN 46216
FINANCIAL ADVISOR'S WEBSITE
(317) 547-1200

General

Nancy Beck is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beck Financial Strategies, Inc. in Indianapolis, IN and the surrounding communities.

Financial Advisor Experience

36 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IN, OH, IL, CO, FL, MI
  • Health/disability insurance: IN, OH, IL, CO, FL, MI
  • Fixed annuities: IN, OH, IL, CO, FL, MI
  • Variable annuities: IN, OH, IL, CO, FL, MI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Beck Financial Strategies and JWC/JWCA are unaffiliated entities.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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