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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 02725

Out of 400,000+ nationwide

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Kurt J

Series 63, Series 65

Barrington, RI

Income Associates

General retirement planning Income planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Earle J

Series 65

Westport, MA

Boselah Investments

Active portfolio management Options & derivatives strategies Concentrated stock management
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Steven A

CFP®

Swansea, MA

GrowthFocus Wealth Management LLC

General retirement planning Income planning General tax planning Wealth management
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Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Active portfolio management
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Shaun J

CFP®, Series 63, Series 65

Pawtucket, RI

Jones Fiduciary Wealth Management LLC

Wealth management Active portfolio management Concentrated stock management Real estate investing Options & derivatives strategies
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Dan P

CFP®, CFA®

Fall River, MA

South Coast Planning & Wealth Management

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

General retirement planning Established Professionals Young Professionals
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Robert S

Series 63, Series 65

New Bedford, MA

Yankee Investor, LLC

Active portfolio management
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Darryl M

Series 63, Series 65

Somerset, MA

Wade Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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James H

Series 63, Series 65

Rehoboth, MA

James Horton, LLC

Active portfolio management Annuities
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Jeffrey B

CFP®, ChFC®, Series 63, Series 65

East Providence, RI

Brown Advisory Group, LLC

General retirement planning Retirement income strategy Private / alternative investments Tax-loss harvesting
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