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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 35 near 06234

Out of 400,000+ nationwide

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Nat N

Series 63, Series 65

Scotland, CT

Merrill

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Wealth management Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy Founder/Business Owner
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Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

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Gary P

Series 65

Danielson, CT

Westcott Investment Advisors LLC

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Edward D

Series 63, Series 65

Putnam, CT

Dias, Edward J.

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William G

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

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Daniel M

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

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Ryan B

Series 63, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

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Jeffrey L

CFP®, ChFC®, Series 63

Killingly, CT

Horace Mann Investors, Inc.

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Leo G

Series 63, Series 65

Mansfield Center, CT

J. W. Cole Advisors, Inc.

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Tomasz K

Series 63, Series 66

Brooklyn, CT

OSAIC Institutions, INC.

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