I help people organize and understand their current financial situation by partnering together through time to help them stay on track toward their short- and long-term financial goals. Some of those example goals include: managing debt, saving for retirement or other important milestones, and finally, protecting assets that they've worked hard for.
I pride myself on my process to partner with clients and lay out all options available to them, helping them decide what's best for their needs.
I grew up outside Rochester, NY and attended Penn State University for both my undergraduate and graduate experience. My career began working for a Fortune 500 company outside of Binghamton, NY, supporting our country's defense. I relocated to Niskayuna in 2009 to support a U.S. Navy contractor in the area. While I took great pride in supporting our military, I found I'm most excited when I work with people one on one.
Outside of my professional life, I serve on the board for the Ballston Lake Improvement Association. I enjoy spending time with my wife, Christine, and our growing family. We enjoy getting out on the water in the summertime and skiing in the winter!
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Intergenerational Planning
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberNicholas J Trotta at (518) 386-2202
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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