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Nicholas L

Series 63, Series 65

Alpine, UT

Cowdell Investments, LLC

Nicholas Long is a financial advisor at Cowdell Investments, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chamberlain Long Wealth Management, LLC and Long Financial Group, LLC. In addition to his advisory role, he works as an independent insurance agent focusing on life, health, annuities, and long-term care products. Cowdell Investments primarily serves individual clients seeking retirement and financial planning, as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ risk tolerance and time horizon, employing both fundamental and technical analysis and offering a range of investment alternatives including insurance-based products through its licensed advisor representatives.

Annuities General retirement planning Retirement income strategy Cash flow / budgeting
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