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Nancy Flint-Budde CFP ®

(518) 854-3598                            

Nancy, a 1982 graduate of SUNY Geneseo, earned her Certified Financial Planning designation in 1992 and began her independent financial planning practice in 2000. Nancy maintains securities  licenses in more than twenty states. Nancy meets clients in both the Clifton Park and Salem offices. While the majority of her clients reside in the upstate NY area, Nancy has developed systems for maintaining client relationships throughout the country using virtual meeting tools. As a CFP®, Nancy is certified to provide comprehensive planning services related to retirement, insurance, investment services, eldercare planning, college, tax and estate planning. Additionally, she has extensive background in the residential mortgage industry, enabling her to provide valuable insight related to real estate and mortgage issues. She is a member of the National Financial Planning Association and the Financial Planning Association of Northeastern NY. Periodically quoted in national publications such as USA Today and BusinessWeek, Nancy is a sought after educator and is often asked to work in a training capacity with federal government agencies throughout the country on issues related to financial planning, federal benefits and retirement. The mother of three adult sons spread out across the US, Nancy and her husband enjoy traveling but are always happy to return to the beauty of rural, upstate New York.