Financial Strategies of Amelia - Fernandina Beach, FL - Financial Advisors

Financial Strategies of Amelia

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2338 S 8th StreetFernandina Beach, FL 32034

Description

Discover truly financial independent advice. Advice not bound by someone else's objectives or goals but designed to meet your needs and desires.

Whether to retire, provide for future generations or fund a charity of choice I help clients put a plan in place to help them achieve their vision. Each client's individual plan is dependent on their individual needs, wants and wishes and takes into account their personal time frames and risk tolerances.

I work with successful.. individuals, families and business owners to help them pursue their financial objectives. I strive to simplify the complexities of wealth and provide an integrated solution centered on your values and goals.


Nicola Nichol, CFA is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 7077 Bonneval Road, Suite 200, Jacksonville, FL 32216. (904) 296-3300. Financial Strategies of Amelia and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

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Business details

Investments

  • Annuities
  • Bonds
  • CDs
  • Government Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Divorce Planning
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Certifications

  • Chartered Financial Analyst

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Year Established

2007

Languages Spoken

  • English
  • Other

Reviews

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