Nicholas Trotta, Financial Advisor

FINANCIAL ADVISOR
Nicholas J Trotta

CEPA®
2317 Balltown Road Suite 103, Niskayuna, NY 12309opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Running
  • Skiing
  • Traveling

Team Members

  • Maeghan Sabourin
    Sr. Branch Office Administrator

Send Me a Message

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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 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(518) 386-2202

Fax

(877) 680-2322

Office Address

2317 Balltown Road Suite 103
Niskayuna, NY 12309opens in a new window

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