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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 24 financial advisors of 24 near 14510

Out of 400,000+ nationwide

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Steven L

Series 66

Livonia, NY

Merrill

Steven Lang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, corporate benefits, executive and equity compensation services, family wealth management strategies, legacy planning, and retirement income. Steven holds a Bachelor's Degree from Hobart College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He approaches his work with compassion and empathy, aiming to treat clients with the care and attention typically reserved for family. Outside of his professional role, Steven enjoys ice hockey, woodworking, and spending time with his family.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Multi-generational wealth transfer Young Families
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Christopher Y

Series 63, Series 65

Lakeville, NY

HYJC Capital of WNY

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John H

CFP®, Series 63

Lakeville, NY

HYJC Capital of WNY

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Lauren H

Series 63, Series 65

Dansville, NY

Allworth financial, L.P.

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Christina H

Series 63

Nunda, NY

Blackridge Asset Management, LLC

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Alec S

Series 63, Series 66

Geneseo, NY

key Investment Services LLC

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Arnold P

Series 66

Dansville, NY

J. W. Cole Advisors, Inc.

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Terry M

Series 63, Series 65

Dansville, NY

Allworth financial, L.P.

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Richard S

Series 63, Series 66

Castile, NY

Kestra Advisory

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Nicole J

Series 63

Dansville, NY

J. W. Cole Advisors, Inc.

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