Financial Planning

Trust Amherst Financial Services With Your Financial Future

In today’s economy, it is more important than ever to have professional advice in planning your financial future. The staff of The Nathan Agencies, led by Ron Nathan and Registered Representatives, Glenn Allan, Ed.D, ChFC®, and Christian Sulmasy, MBA, have been providing financial planning services and products currently through Lincoln Investment since 1969.

Our financial planning services, offered through Amherst Financial Services Agency, include:

In addition, our advisors offer Life Stages Planning to help you meet important financial goals, such as debt reduction and educational funding, or to cope with major life changes, such as divorce or the death of a spouse. They also have programs designed for beginning investors and experienced investors.

Our advisors work with you to identify the best investment vehicles for your financial objectives, including: