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Natalya Robbins, ChFC®

Prudential

 

Member profile details

Membership level
Member - Portland Chapter
First name
Natalya
Last name
Robbins, ChFC®
Organization
Prudential
Picture
Phone
(207) 482-2861
 

Professional info

Company/Organization
Prudential
Job title
Financial Planner at Prudential
Member Bio
Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.

As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.

The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.

My financial planning services cover:
• Retirement planning
• Education planning
• Estate planning
• Risk Management
• Insurance Needs
• Investment Planning
• Funding for a Major Purpose
• Current Net Worth and Cash Flow Statements
Business Phone
(207) 482-2861
Business Fax
(207) 772-6924
Address
600 Southborough Drive, Suite 103
City
South Portland
Province/State
ME
Postal code
04106
Industry
  • Financial Planning Consultants
  • Financial Services
  • Insurance
  • Investment Services
  • Pension Planning
Member-to-Member Discounts
20% discount
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