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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 2,884 near 06851

Out of 400,000+ nationwide

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Michael B

CFP®

Westport, CT

Brennan Capital Management LLC

As the Founder of Brennan Capital Management, I bring over 17+ years of experience working in the financial services industry at leading organizations including Goldman Sachs, JPMorgan Chase and Finacity Corporation to guide individuals and businesses through the intricacies of financial planning and wealth management. I assess clients' financial situations, set strategic goals, and craft tailored plans encompassing investment management, retirement planning, tax strategies, and estate planning. My approach combines deep industry knowledge with a commitment to transparency and integrity.

Business ownership considerations Business Financial Management Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Gregory K

Series 66

Southport, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Professional Athlete Entertainment Industry
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Nadine V

Series 66

Stamford, 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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Richard J

Series 63, Series 66

Greenwich, CT

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Financial Professional
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Colter H

Series 66

Rye Brook, NY

Edward Jones

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Stephen K

Series 63, Series 66

Fairfield, CT

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management
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Lori L

Series 63, Series 66

Norwalk, CT

Edward Jones

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Scott A

Series 63, Series 65

Greenwich, CT

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Wealth management
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Jonathan B

Series 66

Fairfield, CT

Edward Jones

Retirement income strategy General retirement planning Wealth management
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George A

Series 63, Series 65

Ridgefield, CT

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer General retirement planning
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