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Montesano, Nicholas
Utica, Oneida

Financing specialist
 : 
Montesano, Nicholas

Utica, Oneida

Prices

Contact this professional to discuss your project details and price.
About Montesano, Nicholas
Professional experience
Nicholas Montesano | Financial Advisor in Utica, New York Nicholas Montesano is a highly experienced financial advisor based in Utica, New York. With a deep understanding of 401K retirement plans, estate planning, employee benefits, and financial planning, Nicholas provides comprehensive financial solutions to individuals and businesses alike. As a financial professional at Allstate Financial Services, Nicholas is dedicated to helping his clients achieve their financial goals. Whether it's planning for retirement, managing investments, or creating a comprehensive financial strategy, Nicholas has the knowledge and expertise to guide his clients every step of the way. Nicholas's key areas of expertise include 401K retirement plans, where he helps individuals optimize their retirement savings through strategic investment planning. He also specializes in estate planning, assisting clients in developing strategies to preserve their wealth and ensure a smooth transfer of assets to future generations. In addition, Nicholas offers valuable insights into employee benefits, helping businesses design and implement employee benefit programs that attract and retain top talent. He understands the importance of comprehensive benefits packages in today's competitive job market and works closely with employers to develop customized solutions tailored to their unique needs. Nicholas is passionate about financial planning and believes in establishing long-lasting relationships with his clients. He takes the time to understand their financial aspirations, risk tolerance, and time horizon, enabling him to develop personalized strategies that align with their goals. With a commitment to professionalism and excellence, Nicholas stays up to date with the latest industry trends and regulations. He holds relevant certifications such as the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), ensuring that his clients receive the highest level of service and expertise. If you are in need of financial planning services, budgeting assistance, strategic planning, life insurance, retirement planning, or wealth management, Nicholas Montesano is the financial advisor you can trust. Contact Nicholas today to take control of your financial future and start achieving your goals.

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Location

Utica, Oneida (13502)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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