Michael Nagy

Michael Nagy, CRPC®
Assistant Vice President Financial Consultant Truist Investment Services, Inc.
The Three Lakes Group of Truist Investment Services, Inc.

888 W Highway 436

Altamonte Springs, FL 32714-3006

Michael.Nagy@Truist.com

Phone 407-551-4263

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About me

Background

Michael Nagy is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 14 years of financial services, retirement planning, and investment management experience.  

Supported by his team within The Three Lakes Group of Truist Investment Services, Inc., he follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and performing regular portfolio reviews to seek measurable results.  

As a Chartered Retirement Planning Counselor (CRPC®), he also focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. He consults on risk management, retirement planning, and has a strong focus on financial education.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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