Nancy Kaufman

Nancy Albert Kaufman

Financial Representative

  • CLU®
  • ChFC®
FINRA BrokerCheck
  • AR License: #838370
  • CA License: #0577615

5420 Lyndon B Johnson, 2 Lincoln Centre # 1300
Dallas, TX 75240
972-661-9888 Visit my website

About my practice

Nancy Kaufman brings expertise in estate & advanced planning to help you achieve your financial goals. She gets to know you and your priorities & goals so she can provide the best financial council and create a customized, comprehensive financial plan that balances your short- and long-term goals. She works with other members of your team (attorneys, CPAs, money managers) for a coordinated effort.

Get in touch

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