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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

2 advisors near 04441

Out of 400,000+ nationwide

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Thomas H

Series 63, Series 66

Beaver Cove, ME

Latitude Advisors, LLC

Thomas Hopkins is a financial advisor at Latitude Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Latitude Advisors and GWN Securities Inc. since 2010. Outside of his advisory role, he is involved in insurance sales focusing on long-term care, life, and disability policies, and owns a vacation property rental. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Amie S

Series 63, Series 65

Greenville, ME

Newedge Advisors

Amie Snyder is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2021, following 15 years at Mid Atlantic Financial Management. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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