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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 27 financial advisors of 27 near 48846

Out of 400,000+ nationwide

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Christopher G

Series 63, Series 66

Lowell, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Zachary S

Series 66

Ionia, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Doctor or Medical Professional Founder/Business Owner Intergenerational Families
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Mason G

Series 66

Lowell, MI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Wealth management ESG / Sustainable investing Values-based investing Christian Faith Based
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Drew S

Series 66

Ionia, MI

Edward Jones

General retirement planning Wealth management Young Professionals
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Thomas W

Series 66

Ionia, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Malcolm T

Series 66

Portland, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Samantha R

Series 66

Ionia, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner
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Ian D

CFP®, Series 66

Lowell, MI

Edward Jones

General retirement planning Wealth management
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Kory B

CFP®, Series 66

Portland, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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Seth H

Series 66

Portland, MI

Swan Global Investments, LLC

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