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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 44053

Out of 400,000+ nationwide

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Jeffrey T

Series 63

Westlake, OH

Argo Wealth Management

Annuities
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Jonathan H

Series 63, Series 65

Lorain, OH

NextGen Wealth Defense LLC

Wealth management
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Anthony B

Series 63, Series 65

Olmsted Falls, OH

Budak Financial Group, LLC

General retirement planning Income planning General tax planning
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Luke W

Series 66

Amherst, OH

Washburn Asset Management LLC

Cash flow / budgeting Debt management Retirement withdrawal strategies Equity compensation tax strategy Active portfolio management
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Brian J

CFP®, Series 63, Series 65

Avon Lake, OH

Ville Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Benjamin Z

Series 66

Avon, OH

Right Investment Team LLC

Options & derivatives strategies College savings (529s, UTMA, etc.) Annuities
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Michael G

PFSâ„¢

Westlake, OH

Athletes Financial Advisers, LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance Professional Athlete Mid-Career Professionals
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Joshua M

CFP®, Series 66

Westlake, OH

Cleveland Retirement Planning LLC

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting
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Liz G

CFP®

Avon Lake, OH

Intera Financial Planners LLC

To whom much is given, much will be expected. Liz Griffiths applies this philosophy to her life and her life's work as a holistic and certified advisor. Liz has been given much - a good family, true friendships and many trials and tribulations throughout her life - yes, you heard it right, trials and tribulations. From them springs Liz's desire to help others prepare for theirs. She combines her natural leadership and organizational abilities with her significant experience in problem solving to work alongside her clients. Liz helps them to understand, organize and manage their personal and financial lives and legacies - the greatest gift they can give themselves and their families. Liz an Italian, German and Irish gal, loves to entertain family and friends at home with her husband Michael. They love her cooking and baking - especially her meatballs and apple pies and they always go home with a take- home package of their favorite meal goodies. In keeping with her philosophy, To those who have been given much, much is expected, Liz has a take home gift for you . . . her mom’s famous chocolate chip cookie recipe. Just call or email her for a copy!

General retirement planning General tax planning General estate planning guidance Cash flow / budgeting Widow/Widower Young Professionals Women Professionals Baby Boomers (Born 1946-1964)
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John S

CFA®

Westlake, OH

Southworth Investment Management, LLC

Wealth management Real estate investing
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