Trevor Nielsen, Financial Advisor located in Sturbridge, MA

Financial Advisor
Trevor Nielsen

ChFC®
419 Main Street, Sturbridge, MA 01566opens in a new window
Serving clients with $1,000,000
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Focus Areas

  • Retirement Income Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Accountants
  • Attorneys
  • Charitable Giving

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Golfing
  • Fishing
  • Hunting
  • Sports Enthusiast
  • Bird Watching

Team Members

  • Lauri Cotela
    Sr. Branch Office Administrator
  • Melissa Roberts
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(508) 347-1420

Fax

(866) 251-9788

Office Address

419 Main Street
Sturbridge, MA 01566opens in a new window

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