A Life Well Spent
  • Home
    • About Us
    • Team
  • Services
    • Financial Planning
    • Tax
    • Charity and Community Service
  • Client Login
    • Smartvault
    • OneView
    • NetXInvestor
    • SEI Access My Portfolio
  • Contact Us
    • Our Location
    • Tell A Friend
  • Request a Quote
    • Life Insurance Illustration Request Form
    • Long Term Care Insurance Quote Request Form
    • Disability Insurance Proposal Request
  • Resources
    • Newsletters
    • Articles
    • Videos
    • Flipbooks
    • Symbol Lookup
    • Markets at a Glance
    • Tax Library
    • Calculators
    • Glossary
    • Link to IRS
    • IRS Direct Pay
    • Link to CA Franchise Tax Board
    • CA FTB Web Pay

A Life Well Spent

4030 Moorpark Avenue, Suite 115
San Jose, CA 95117

Phone:

  • 408-244-2448

Fax:

  • 408-716-2823
  • E-mail address: nancy@royalaa.com
    • Facebook
    • LinkedIn

    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks

    Contact Us

    Please feel free to contact us with any questions.

    Contact Us

    Videos

    We have interesting videos for you to watch on my site.

    View Videos
    share |

    Newsletters

    • Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage

      As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.

    • HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?

      In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

    • Online Shopping Tips

      As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.

    • Five Money Issues to Talk About Before the Wedding

      Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.

    More Newsletters »

    Calculators

    • Retirement Portfolio Lifespan

      How Long Will Your Funds Last?

    • Cost of Retirement

      Use this calculator to estimate how much income and savings you may need in retirement.

    • Lease Payment

      How much would your monthly lease payment be?

    • Loan Payoff

      How much will it cost to pay off a loan over its lifetime?

    More Calculators »

    Market Watch

    Last Closing Prices

    Latest Available Stock Quotes
    Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
    Dow Jones Industrials 28,992.41 -0.78%
    Nasdaq 100 9,446.69 -1.88%
    • [
    • Markets
    • |
    • Charts
    • |
    • Quotes
    • |
    • Portfolio
    • ]

    Market data delayed per exchange rules.
    All quotes are in US Eastern Time (EST).
    Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

    Nancy A. Pyzel is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer.

    Nancy A. Pyzel is also separately registered as an investment adviser representative under NWF Advisory Services, Inc., a registered investment advisor, offering advisory services in the state of California. As such, these services are strictly intended for individuals residing in California. NWF Advisory Services,  Inc. is not affiliated with Royal Alliance Associates, Inc.

    A Life Well Spent is not affiliated with Royal Alliance Associates, Inc., or registered as a broker-dealer or investment advisor.

    IMPORTANT CONSUMER INFORMATION:

    Registered Representative may only discuss/and or transact securities business with residents of the following states: CA, MA, OR, VA.

     

     

     

     

     

     

     

     

     

     

    For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

    PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

     

     

    • Site Map
    Check the background of this financial professional on FINRA's BrokerCheck
    Check the background of this financial professional on FINRA's BrokerCheck