I was raised with the value that the most important things in life are family, time and what you choose to do with that time. My parents worked hard but also made sure that our life was full of memories and love. They help others when needed, whether a stranger or friend. Because of that example and the genuine kindness they all exhibit daily, I have always had a good sense of also wanting to help others.
I am blessed to have a wonderful partner, Brandon, a daughter, Madison, and a pup, Roscoe, who bring so much happiness to me! I love fitness, hiking, the beach, festivals and country music. In our spare time, you can find us cheering on Madi and spending time with loved ones.
I earned my B.A. from Franklin Pierce University. 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 I can be, to make my clients feel not only confidently taken care of, but understood and cared about.
I provide guidance and a plan to individuals, families, executives and business owners who are preparing for, living in retirement or going through a life change. I work diligently to understand your goals, and then 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. I work 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 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.
- Business Retirement Plans
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Active Lifestyle
- Personal Fitness
- Spending Time with Family
Phone NumberNicole B Sargent at (413) 773-0070
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