Welcome to Nicol Financial Services

financial-prioritiesFounded 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. Mergers, acquisitions, philosophy and management changes all but required moves to a more compatible environment. 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

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

Please take the time to browse through our website and review the different components of our business
and feel free to CONTACT US to schedule a meeting to discuss your financial future.

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