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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 75 near 03217

Out of 400,000+ nationwide

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Christopher N

Series 63, Series 65

Bridgewater, NH

Merrill

Christopher Neeb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of a team dedicated to building strong client relationships based on trust and personalized service. His role involves managing wealth with a comprehensive understanding of clients' financial situations to develop strategies that adapt to changing market conditions. He specializes in areas including college education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christopher earned a Bachelor's Degree from the University of Denver. He participates in community activities through volunteering and enjoys personal interests such as fishing, golfing, skiing, and spending time with his family.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Income planning
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Elijah S

Series 66

Meredith, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Keith B

Series 66

Moultonborough, NH

Edward Jones

Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance Real estate investing Founder/Business Owner
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Cari L

Series 63, Series 66

Meredith, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Military & Veterans Women Professionals
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Jason P

Series 66

Laconia, NH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Devon S

CFP®, ChFC®, Series 66

Meredith, NH

Edward Jones

Retirement income strategy General estate planning guidance Divorce financial planning
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David E

Series 63, Series 65

Center Sandwich, NH

Engels Investment Advisors, LLC

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Douglas G

PFSâ„¢, Series 63

Moultonborough, NH

Greene & Company Financial Services LLC

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Kelly L

CFP®, Series 65

Holderness, NH

Willow Planning Group, LLC

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Jeffrey H

CFA®, Series 63

Moultonborough, NH

Aventus Investment Advisors, Inc.

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