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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 03110

Out of 400,000+ nationwide

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Alicia D

Series 65

Nashua, NH

Nashua Capital Management LLC

Wealth management Passive / index investing General retirement planning
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Anthony C

Series 63, Series 65

Bedford, NH

Honorable Financial Services, LLC

Income planning Tax-loss harvesting Cash flow / budgeting Self-Employed Young Families Mid-Career Professionals
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Scott S

Series 63, Series 65

Bedford, NH

Stratton Capital Management, LLC

Options & derivatives strategies
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Adam M

Series 65

Derry, NH

Mead Capital Management, LLC

Active portfolio management Concentrated stock management Wealth management Founder/Business Owner Executive
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Jared H

CFP®, Series 65

Windham, NH

Lakeside Financial Planning, LLC

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Scott S

Series 63, Series 65

Bedford, NH

Bay Point Financial, LLC

General retirement planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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Bernard R

Series 63, Series 65

Londonderry, NH

KBR Retirement & Investment Solutions

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

CFP®, Series 66

Goffstown, NH

Solari Financial Planning, LLC

Cash flow / budgeting Debt management
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Inna R

CFP®

Windham, NH

Sunflower Financial Planning, LLC

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.

General retirement planning Gen X (Born 1965-1980) Single Women
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Dan H

CFP®, Series 63, Series 65

Bedford, NH

Granite State Retirement Planning, Inc.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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