March Sponsor – Nick Lamia
I bring more than 18 years of financial services experience to my clients and have served as an Edward Jones financial advisor since 1999.
I use an established process to organize, protect, build and transfer wealth by helping others identify key goals. I then personalize tailored solutions to help them work toward those objectives. I partner with my clients throughout their lives to keep them on track.
As a result of reflecting on the past and looking to the future, I continue to enhance my professional vision, which is “to empower people to do the things that inspire them.”
Personalized Financial Strategies
Retirement Savings Strategies
Estate & Legacy Strategies
Retirement Income Strategies
Insurance & Annuities
Entrepreneurs & Business Owners
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