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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

Advisors near 01002

Out of 400,000+ nationwide

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David M

CFP®

Hadley, MA

Fee-Only Financial Planning

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Approaching retirement Young Families
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Senaida B

Series 65, Series 66

Montague, MA

Clarity Wealth Management LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Thomas H

Series 63, Series 65

Holyoke, MA

Momentum Investment Management, LLC

Active portfolio management Options & derivatives strategies
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Megan D

CFP®, ChFC®, Series 63

Amherst, MA

Quabbin Advisors

General retirement planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) Debt management General estate planning guidance
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Pamela D

Series 63, Series 65

Granby, MA

Strategic Planning Associates

General retirement planning Life insurance needs analysis General estate planning guidance Cash flow / budgeting
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Eric B

CFA®

Belchertown, MA

Pennyfarthing Investment Management, L.L.C.

ESG / Sustainable investing Options & derivatives strategies
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Edward W

Series 66

South Hadley, MA

Pioneer Financial, Inc.

Wealth management Real estate investing
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V. L

Series 65

Southampton, MA

Laflam and Haggerty Investment Advisers Corp.

General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Valerie H

Series 65

Southampton, MA

Laflam and Haggerty Investment Advisers Corp.

General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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James H

CFA®

Amherst, MA

West Branch Capital LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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