Welcome to Nicol Financial Services

Founded in 1981 by President and CEO Kevin G. Nicol, Nicol Financial Services’ (NFS) philosophy and all that NFS represents is embodied within the “mission”. Our mission at Nicol Financial Services is to help people achieve and maintain financial independence by educating and assisting them to develop portfolios that would mirror our own given the same goals, objectives, tax bracket, temperament, and investment time horizon.

By 2002, Nicol was extremely frustrated by having a spotless regulatory history, but being registered with seven different securities Broker/Dealers. He was also one of the top producers at each firm he was registered. It was mandatory to be with a firm that has a “client-driven” (mission) as opposed to “commission/profit-driven” purpose. It has been proven that great profits can be made and a successful career can be accomplished while also serving a client’s best interest. Kevin built many great relationships over the years with other “well-intending” industry colleagues who were experiencing the same issues. The Broker/Dealer, Nicol Investors Corporation or NIC, was incorporated in 2002 and officially operational in January 2003.

Welcome to Nicol Financial Services

Founded in 1981 by President and CEO Kevin G. Nicol, Nicol Financial Services’ (NFS) philosophy and all that NFS represents is embodied within the “mission”. Our mission at Nicol Financial Services is to help people achieve and maintain financial independence by educating and assisting them to develop portfolios that would mirror our own given the same goals, objectives, tax bracket, temperament, and investment time horizon.

By 2002, Nicol was extremely frustrated by having a spotless regulatory history, but being registered with seven different securities Broker/Dealers. He was also one of the top producers at each firm he was registered. It was mandatory to be with a firm that has a “client-driven” (mission) as opposed to “commission/profit-driven” purpose. It has been proven that great profits can be made and a successful career can be accomplished while also serving a client’s best interest. Kevin built many great relationships over the years with other “well-intending” industry colleagues who were experiencing the same issues. The Broker/Dealer, Nicol Investors Corporation or NIC, was incorporated in 2002 and officially operational in January 2003.

Services We Offer

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  • Stocks/Bonds/Mutual Funds
  • Unit Investment Trusts
  • Annuities
  • Individual Retirement Accounts (IRA’s)
  • Traditional and Roth
  • 401k/403b/SIMPLE IRA/SEP
  • Last Will and Testaments
  • Trust
  • Revocable Living
  • Charitable Remainder/Lead
  • Irrevocable Life Insurance
  • Special Needs
  • Durable Power of Attorney
  • Medical Directives/Living Wills
  • Individual
  • Business
  • Accounting
  • Estate
  • Life/Health/Disability
  • Senior Markets
  • Medicare Supplements
  • Long Term Care
  • Identity Theft
  • Retirement Planning-Qualified
  • Retirement Plan Administration Services
  • Insurance Benefits
  • Key Employee Benefits
  • Financial Priorities Workshop Series

Ready to schedule a meeting to discuss your financial future?