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Nancy Bertacini

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Nancy Bertacini
LUTCF IAR
E-mail: 
nancyb@keystonefinancial.us

Nancy Wheeler-Bertacini is a Financial Advisor at Keystone Financial Services. Nancy has over 30 years of experience in the industry. She is a graduate of Iowa State University and has pursued graduate studies at the University of Nebraska Omaha. She is licensed to sell stocks, bonds, mutual funds, and variable annuities. Nancy is a member of the American Association of University Women and is a Life Loyal member of Delta Delta Delta.

As an investment professional, Nancy enjoys working with clients to inform them how to utilize their assets, make investment choices, and develop financial strategies to help pursue their financial goals. Believing that the best way to do business is with integrity and loyalty. Nancy also seeks to develop trusting relationships with clients, their families, and friends.

Nancy has been married to her husband, Al, for 35 years. They are entertained by their children, grandchildren, large extended family, traveling, reading, and playing tennis.

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We would love the opportunity to become your trusted advisor.

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Phone: 402-392-1212
Fax: 402-392-1490
Toll Free:

Email: nancy@keystonefinancial.us

9802 Nicholas st Suite 315, Omaha, NE 68114

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Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Keystone Financial Services, a Registered Investment Advisor. Private Client Services and Keystone Financial Services are unaffiliated entities.

Our Advisors are Securities Registered in the follow states: AZ,AR,CA,CO,FL,GA,ID,IL,IA,KS,MD,MS,MI,MN,MO,NE,NV,NY,NC,OR,PA,SC,SD,TN,TX,UT,VA

Our Advisors offer advisory products and services in the following states: AZ,AR,CA,CO,FL,GA,ID,IL,IA,KS,MD,MS,MI,MN,MO,NE,NV,NY,NC,OR,PA,SC,SD,TN,TX,UT,VA

 

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