Connect With Me
<Advisor Name, Title>
o. 000.000.0000 | c. 000.000.0000
<advisor email>
A Registered Financial Planner committed to helping you achieve financial peace of mind.
Services & Clients
Your “Story” (2-3 sentences): Nick works best with both young and seasoned professionals, and business owners. He is passionate about helping heroes of the community and works very well with Cybersecurity and Healthcare professionals.
Young & Seasoned Professionals
Business Owners
Heroes of the Community
Additionally, Nick helps his clients execute wealth management and insurance strategies that fit into their financial planning goals & objectives. For his business owner clients, he assist with retirement plans, group benefits, executive benefits, buy/selling planning, key employee planning, succession planning and more.
<Advisor’s Name> Approach
<advisor 1-2 sentence blurb on what the below approach means to them>
Your Unique Vison with Our Systemic Approach
We take you through an in-depth 6 step process to make sure we are delivering the best plan according to YOUR needs.
The Team (Optional)
Todd Seresky
Investment Specialist
Learn More About <Advisor Name>
Click on the squares below to learn more!
What are your strengths?
As much as I nerd out about the data, the thing that I think it even more important is discovering someone’s why. I like to think that I’m fairly good at root causing not only problems, but the reasons for my client’s goals. Once you understand the why, the how becomes less important.
Fun fact about you
One of my bucket list items is to visit all 7 continents (only 3 more to go!)
What attracted you to CFG?
I loved the resources provided behind the scenes that allow me to support clients in a variety of ways beyond just numbers on a graph.
What do you enjoy most about advising?
Being able to take away the stress that I often times see clients have with their finances. It’s great to see someone go from stressed to empowered!
Don’t Hesitate to Reach Out!
Feel free to reach out
with any questions or if
you just want to send
a personal note.
Check the background of your financial professional on FINRA's BrokerCheck.
Securities, investment advisory services, and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 101 Federal Street, Suite 800, Boston, MA 02110 Tel: 617-439-4389. CRN202407-555240