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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 252 near 44408

Out of 400,000+ nationwide

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Matt G

CFP®

Salem, OH

Unrivaled Wealth Management

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Equity Recipients (RS/RSU, SOP, ESPP) Executive FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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John W

Series 66

Salem, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Lori F

Series 66

Canfield, OH

Edward Jones

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Austin H

Series 66

Columbiana, OH

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Scott V

Series 66

Boardman, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Doctor or Medical Professional
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Seth L

Series 66

Canfield, OH

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy ESG / Sustainable investing Inheritance planning
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Todd H

Series 63

Salem, OH

Edward Jones

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Victoria B

Series 66

Canfield, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Valerie D

Series 63

Boardman, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management
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Joshua P

ChFC®, Series 63, Series 66

Salem, OH

Edward Jones

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP) Divorce financial planning
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