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Varda Naomi Fink

Financial Advisor
  • WHO WE ARE
    • MEET OUR TEAM
      • COMMUNITY INVOLVEMENT
      • WHAT WE DO
        • BUSINESS SOLUTIONS
          • PERSONAL SOLUTIONS
            • Life plan for your business®
              • INVESTMENT MANAGEMENT
                • OUR PRODUCTS
                • HOW WE DO IT
                  • WORKING WITH OTHER PROFESSIONALS
                    • STRATEGIC ALLIANCES
                      • OUR PROCESS
                      • CLIENT RESOURCES
                        • NEWSLETTERS
                          • CALCULATORS
                            • HELPFUL LINKS
                            • CLIENT LOGIN
                              • EMONEY
                                • NEW YORK LIFE VIRTUAL SERVICE CENTER
                                  • EAGLE STRATEGIES/NYLIFE SERVICE CENTER
                                    • MAINSTAY FUNDS
                                      • AMERICAN FUNDS

                                      OUR PROCESS


                                      We understand the things that are important to you. And our relationship with you and the process for securing your family's future begins right there. At the office of Varda Fink, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.


                                      Our Six Step Process

                                      process wheel
                                      1. Clarify your concerns and objectives

                                      2. Provide a clear analysis and projection of your personal and business financial information

                                      3. Explore possible strategies to achieve your goals

                                      4. Collaborate with your circle of advisors

                                      5. Implement and follow up with your plan

                                      6. Create a summary of your plan


                                      Disclosure

                                      Varda Fink is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0C78473), CO, CT, DC, FL, GA, LA, MA, MD, MO, MS, NC, NJ, NY, PA, SC, VA, and WV. No insurance business may be conducted outside the states referenced.

                                      Varda Fink is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6905 Rockledge Dr Ste 900, Bethesda, MD, 20817, 301-214-6737. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, FL, MA, MD, ME, NC, NJ, NY, PA, SC, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

                                      Varda Fink is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, DC, FL, MA, MD, ME, NC, NJ, NY, PA, SC, VA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

                                      Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                      For more information about NYLIFE Securities LLC and its investment professionals.

                                      Click here
                                      New York Life Insurance
                                      • WHO WE ARE
                                        • MEET OUR TEAM
                                          • COMMUNITY INVOLVEMENT
                                          • WHAT WE DO
                                            • BUSINESS SOLUTIONS
                                              • PERSONAL SOLUTIONS
                                                • Life plan for your business®
                                                  • INVESTMENT MANAGEMENT
                                                    • OUR PRODUCTS
                                                    • HOW WE DO IT
                                                      • WORKING WITH OTHER PROFESSIONALS
                                                        • STRATEGIC ALLIANCES
                                                          • OUR PROCESS
                                                          • CLIENT RESOURCES
                                                            • NEWSLETTERS
                                                              • CALCULATORS
                                                                • HELPFUL LINKS
                                                                • CLIENT LOGIN
                                                                  • EMONEY
                                                                    • NEW YORK LIFE VIRTUAL SERVICE CENTER
                                                                      • EAGLE STRATEGIES/NYLIFE SERVICE CENTER
                                                                        • MAINSTAY FUNDS
                                                                          • AMERICAN FUNDS

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