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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

Top 30 financial advisors of 110 near 01452

Out of 400,000+ nationwide

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Lisa C

Series 66

Worcester, MA

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Women's Finance Women Professionals
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Jahan M

CFP®, Series 66

Hubbardston, MA

Edward Jones

Divorce financial planning Business ownership considerations Business succession planning Attorney Divorced Intergenerational Families
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Steve T

Series 66

Leominster, MA

Edward Jones

College savings (529s, UTMA, etc.) Early retirement planning General retirement planning
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Christina L

Series 63, Series 66

Leominster, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Christine P

Series 66

Leominster, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Dentist
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Christopher B

Series 66

Leominster, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Inheritance planning LGBTQIA
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John M

Series 66

Westminster, MA

Edward Jones

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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Mark M

Series 66

Leominster, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Self-Employed Financial Professional
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Ryan L

Series 66

Gardner, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Eric C

Series 66

Gardner, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Real estate investing LGBTQIA Newlywed/Engaged
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