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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 700 near 01602

Out of 400,000+ nationwide

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Cara H

Series 66

Charlton, MA

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Divorce financial planning Multi-generational wealth transfer
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Dennis A

Series 66

Auburn, MA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Military & Veterans Founder/Business Owner
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Mark F

Series 66

Hopkinton, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner
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Darren P

Series 63, Series 65, Series 66

Worcester, MA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning
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Hamilton S

Series 66

Worcester, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Multi-generational wealth transfer Executive Founder/Business Owner Intergenerational Families
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Catherine H

Series 66

Worcester, MA

Edward Jones

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Mark B

Series 63, Series 66

Worcester, MA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Family Business General estate planning guidance
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Carol C

CFP®, Series 66

Northborough, MA

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer
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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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Laura W

Series 66

Worcester, MA

Merrill

Laura Wiedeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2016. She leads The Freeman Wiedeman Group, focusing on delivering comprehensive wealth management strategies that align with her clients' personal passions, goals, and concerns. Laura works with a diverse client base including high-net-worth individuals, engineers, educators, business owners, and a growing circle of women seeking tailored financial guidance. Her expertise covers areas such as college education planning, family wealth management, legacy planning, tax minimization, retirement income, and socially responsible investing. Prior to joining Merrill Lynch, Laura gained experience as an Assistant Manager at Bank of America, which enhances her ability to integrate banking insights with investment management. She holds a Bachelor of Arts degree from Worcester State University and a high school diploma from Tahanto Regional Highschool. Laura maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional role, Laura is actively involved in her community through volunteer work and board membership. She has served on the Board of Directors for Dress for Success in Worcester, participated on the Community Investment Committee of United Way, and volunteered for Big Brothers Big Sisters of Central Massachusetts. Laura enjoys spending time with her family, including her husband and two daughters, playing soccer, practicing yoga, and vacationing in Falmouth, Massachusetts.

Wealth management Social Security optimization Retirement income strategy Charitable giving & philanthropy Women Professionals Mid-Career Professionals Parents
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