Investing with Nest Egg

Speak with an advisor at your convenience…
In the branch
At home
Visit your local Flanagan State Bank branch and have your trusted banker connect you with a Nest Egg advisor within minutes.
Visit hellonestegg.com/FSB and video chat with a licensed investment advisor from the comfort of your home.

 

Investing as easy as…

gold circle with a white number 1 in the middle
Choose a Goal
Find your Portfolio
Track your Progress
Your investment journey begins by selecting what financial goal you are trying to achieve.
Complete a simple questionnaire to see which portfolio is best aligned with your investment objective and risk tolerance.
Nest Egg provides ongoing account management and recommendations to help ensure you are on track to meet your financial goal.

 

We can help you with…
Wealth Management
Retirement Planning
Save for Education
Saving for Purchase
Receive a complete financial analysis and see that your money is working for you.
Develop a tailored and detailed plan to aid in a timely and comfortable retirement.
Help tackle the high cost of education by creating a long-term investment strategy.
Set up a savings plan to prepare for a large purchase such as a house or new car.

 

 

Learn More, Talk with an Advisor Now or Schedule a Meeting with an Advisor!

 

 

 

Investment Advisory Services are offered through Nest Investments LLC (“Nest Egg”), a Registered Investment Advisor. A copy of Form ADV is available on the SEC’s website at www.adviserinfo.sec.gov.

Investing in the stock market involves gains and losses and may not be suitable for all investors. Investors have the opportunity for losses as well as profits.

Not FDIC Insured – No Bank Guarantee – May Lose Value – Not a Bank Deposit