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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 30 near 45879

Out of 400,000+ nationwide

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Jason D

CFP®

Defiance, OH

Demland Wealth LLC

I specialize in helping Christians with their money so they can focus on glorifying God and enjoying Him forever instead of retiring to a life of ease. I believe that retirement for Christians is different. Retirement income planning, investing, legacy planning, and tax planning are all part of stewarding what God has given us well. I work to help people live, give, and grow with their money by providing financial planning services that aim to maximize retirement income, reduce lifetime taxes, and plan for a life of joyful service to Christ and His church.

General tax planning General retirement planning Christian Faith Based
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Bryan P

Series 66

Hicksville, OH

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Logan W

Series 66

Defiance, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Philip R

Series 63

Paulding, OH

Edward Jones

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Jeremy O

Series 66

Defiance, OH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Inheritance planning
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Noah B

Series 63, Series 66

Defiance, OH

Demland Wealth LLC

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Michael W

Series 65

Defiance, OH

Blue Jay Financial Group, LLC

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Jason B

CFP®, Series 66

Defiance, OH

Blue Jay Financial Group, LLC

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Caleb F

Series 63, Series 65

Defiance, OH

Blue Jay Financial Group, LLC

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Kyler B

Series 65

Defiance, OH

Briskey Financial Services, LLC

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