Nickolas Vastardis | New York, NY

Service Area: New York, NY
Team Size: 30 employees
Business Duration: 3 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

I work remotely (phone or internet)
My customers travel to me
I travel to my customers

About

I offer comprehensive financial planning to individuals and small corporations. I focus my practice on working with business owners, entrepreneurs, physicians, dental professionals and retirees. My advanced planning strategies and unique tax efficient models create a new way of extracting value from your business and planning for your retirement. From estate planning to business succession planning there is no scenario too complex for our firm.

In addition to my personal practice, I also serve as the Partner at Gamma Capital Group while also coaching and developing new full-time financial advisors. Being able to give back and help young members of our team through the fears of being new to the business is incredibly rewarding.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Nickolas Vastardis
- Completed on 5/29/2023

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