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Nadine M. Lord CFP
Dedicated to helping my clients meet their investment needs and tax planning.
| Address | 30021 Tomas St. Ste 300 Rancho Santa Margarita, CA 92688 |
| Phone | (949) 766-7808 |
| Website | www.nadinelord.com |
Investment & Retirement Planning Building a Plan College Planning Retirement VA Aid & Attendance Benefit
Client Consolidated Statements and Reports
First time users or forgotten passwords, please contact us at 949-766-7808, toll free 800-350-1299, or email (nadine.lord@natplan.com) .
Personal Investment Management
Investment Advisor Representative
National Planning Corporation
30021 Tomas Street, Suite 300, Rancho Santa Margarita CA 92688
Going Green with Pershing?
If you would like to receive your Pershing Trading Accounts Statements on line, National Planning Corporation is pleased to offer myedocumentsuite.com. This service provides you with the ability to go paperless and electronically receive your brokerage account statements and trade confirmations free of charge. Simply contact us a call and we can get you on your way.
Building a Plan & Financial Calculators
College Planning & Cost Projections
Retirement & Planning Calculators
Income Taxes & Updates
VA Aid & Attendance Benefit
Client Consolidated Statements and Reports
Find out more about National Planning Corp.
Get Adobe Acrobat Reader at no cost
Morningstar Inc. - Resource Center
NetXSelect - To view your Pershing Account(s) at no cost.
NPC Investor Resource Center & Premium Research Tools
Veterans Long Term Care Benefit Program Article 9/08
What is an Enrolled Agent?
What is a Certified Financial Planner?
Client Consolidated Statements and Reports
First time users or forgotten passwords, please contact us at 949-766-7808, toll free 800-350-1299, or email (nadine.lord@natplan.com) .
Personal Investment Management
Investment Advisor Representative
National Planning Corporation
30021 Tomas Street, Suite 300, Rancho Santa Margarita CA 92688
Going Green with Pershing?
If you would like to receive your Pershing Trading Accounts Statements on line, National Planning Corporation is pleased to offer myedocumentsuite.com. This service provides you with the ability to go paperless and electronically receive your brokerage account statements and trade confirmations free of charge. Simply contact us a call and we can get you on your way.
Building a Plan & Financial Calculators
College Planning & Cost Projections
Retirement & Planning Calculators
Income Taxes & Updates
VA Aid & Attendance Benefit
Client Consolidated Statements and Reports
Find out more about National Planning Corp.
Get Adobe Acrobat Reader at no cost
Morningstar Inc. - Resource Center
NetXSelect - To view your Pershing Account(s) at no cost.
NPC Investor Resource Center & Premium Research Tools
Veterans Long Term Care Benefit Program Article 9/08
What is an Enrolled Agent?
What is a Certified Financial Planner?
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