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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 94 near 06750

Out of 400,000+ nationwide

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Allen D

Series 66

Bantam, CT

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Intergenerational Families Divorced
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James Z

Series 63, Series 66

Thomaston, CT

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Karen L

Series 66

New Hartford, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Edward B

Series 66

New Hartford, CT

Edward Jones

Divorce financial planning Military & Veterans Public Service Employee Newlywed/Engaged Widow/Widower
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Cailyn P

CFP®, Series 63, Series 66

Bantam, CT

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General estate planning guidance Inheritance planning Widow/Widower
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John E

Series 63, Series 66

Watertown, CT

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Gary N

CFP®, ChFC®, Series 63, Series 66

Torrington, CT

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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David R

Series 63, Series 65

Burlington, CT

Rioux & Company, LLC

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Aaron S

Series 63

Wolcott, CT

Farmingbury Financial Services, LLC

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Jonathan E

CFP®, Series 63

Kent, CT

Nonesuch Advisors

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