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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 06415

Out of 400,000+ nationwide

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Bradford B

Series 65

Glastonbury, CT

Rawlings Wealth Management

Cash flow / budgeting Debt management Tax strategies for small businesses
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David C

CFA®

Glastonbury, CT

Chieco Capital Management, LLC

General retirement planning General tax planning Wealth management Passive / index investing
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Douglas K

CFA®, Series 63

Chester, CT

DAK Financial Services, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Life insurance needs analysis
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Kevin L

Series 65

Glastonbury, CT

Lucey Investment Management, LLC

Options & derivatives strategies
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Kyle L

CFP®, Series 66

South Glastonbury, CT

Ivy & Co.

Retirement income strategy Income planning Long-term care insurance Equity compensation tax strategy Tax-loss harvesting
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James B

Series 63, Series 65

Glastonbury, CT

Polymath Capital Advisors, LLC.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Business exit / sale strategy Founder/Business Owner Executive
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Lawrence K

Series 63

Lyme, CT

Summit Investment Management, LLC

Active portfolio management
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James L

Series 66

Higganum, CT

Spurstone

Concentrated stock management Liquidity event planning Business exit / sale strategy Business ownership considerations Charitable giving & philanthropy Executive Founder/Business Owner
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William R

CFP®, Series 63, Series 66

Glastonbury, CT

Briggs Wealth Management, Inc.

Active portfolio management Options & derivatives strategies
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David T

CFP®, Series 66

Glastonbury, CT

Top Private Wealth

Business sale tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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