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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 21 financial advisors of 21 near 49224

Out of 400,000+ nationwide

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Taylor G

Series 66

Marshall, MI

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning
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Abram S

CFP®, Series 63, Series 66

Marshall, MI

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies General retirement planning Wealth management
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Brandy E

CFP®, ChFC®, Series 63, Series 65

Albion, MI

Edward Jones

Charitable giving & philanthropy General retirement planning Wealth management
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Jason R

Series 63, Series 66

Marshall, MI

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Alex W

CFP®, Series 65

Marshall, MI

Miller Financial Services LLC

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Joseph M

Series 63, Series 66

Marshall, MI

Miller Financial Services LLC

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Isaac L

Series 65

Marshall, MI

Miller Financial Services LLC

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Levi C

ChFC®

Spring Arbor, MI

GuideStream Financial, Inc.

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Ridge F

CFP®, Series 65

Spring Arbor, MI

GuideStream Financial, Inc.

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Jennifer D

Series 65

Spring Arbor, MI

GuideStream Financial, Inc.

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