Nicole B Sargent

Born into a family of dedicated financial professionals, I have always had a good sense of creating relationships and wanting to help others. I am blessed to have a daughter, Madison, and a pup, Roscoe, who bring so much happiness to me! I earned my B.A. from Franklin Pierce University and consider myself a lifelong learner! I love fitness, the outdoors and country music. In my spare time, you can find me cheering on my daughter and spending time with loved ones.

I believe that the dedication and good you put out into the world makes a difference. Every day, I work to be the best advisor and person I can be, to make my clients feel not only confidently taken care of, but heard, understood and cared about.

I provide financial services to individuals, families, executives and business owners who are preparing for, living in retirement or going through a life change. My team and I work diligently to understand your goals, and then use an established process to build personalized strategies to help you achieve those goals.

It’s important to me to invest my time in understanding you and what you’re working toward before we invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help you reach your long-term goals. We monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch service.

In addition, I work with legal and accounting professionals to help where appropriate in identifying trust and estate needs, utilize life insurance or annuities, and plans for loved ones.

In all of this, we're not alone! Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.

Please schedule an appointment with me to learn more about how we can help you achieve your goals.