Nucci Financial Group

CONNECT

Address:

525 Main Street
Youngstown, NY 14174

Phone:

(716) 754-9030

Fax/Other:

(716) 745-5029

Our Team

Margaret M. Nucci, AIF®

As the founder of Nucci Financial Group, Margaret is a limited partner of United Planners Financial Services, Member FINRA/SIPC; is a financial professional to over 280 households with a concentration in retirement planning.  With a strong background in life insurance and estate planning, she helps clients understand the importance of modest returns, modest withdrawals and proper positioning to allow multiple generations the opportunity for a better financial lifestyle.

"The value I bring to clients is to help reduce their exposure to risk".  As a Registered Principal with United Planners, Margaret feels excessive trading and overlapping in investment products are one of the mistakes that clients make.  "Through education and goal setting we help clients obtain goals and increase their savings to help ensure financial stability for themselves, protect their families and leave legacies to their heirs."

Registered Principal

United Planners Financial Services

2002 - Present

Financial Professional concentrating on retirement planning helping numerous individuals obtain their goals.

Groups and Associations:

American Business Women's Association, Memorial Medical Center Alliance, Greater Lewiston Chamber of Commerce, Elks Lodge

Check the background of this investment professional on FINRA"s BrokerCheck.

Kristin Meyer, IAR

Kristin Meyer joined Nucci Financial in 2018.  she is a Financial Advisor offering securities through United Planners of America.  She has been in the financial service industry since 2007.  Kristin joins Nucci Financial holding the designations of an Investment Advisory Representative (Series 65) and Accredited Investment Fiduciary.  She also holds FINRA License 6 & 63 and a Life Accident and Health license.   She graduated with a BA in Financial Planning from Medaille College.    As an advisor, Kristin assists with the delivery and implementation of financial plans and client service needs.  She dedicates and volunteers a portion of her time & services to enhance financial literacy in the community.

Kristin is not only devoted to the community and arts; she is passionate about health & fitness.   If you can’t find Kristin in her office, you’ll find her teaching Aqua Aerobics at LA Fitness.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck