John Nikolou

Building trust through long-term relationships

Welcome

I provide financial solutions to individuals, families, and business owners and their employees. I consult on a spectrum of wealth management issues ranging from investments, insurance, retirement planning, education funding, and business succession. This is accomplished through a comprehensive and consultative approach in uncovering my client’s long term objectives and creating a plan to fit those needs. My clients benefit from a high level of service, objective advice and a trusting long-term personal relationship.

Global Insight Monthly

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Are you on track?

Are you on the right path to retirement? Contact me for a consultation.