A complete list of active advisors currently associated with Nisiotis, Michael
Warmer can help you find a great advisor at Nisiotis, Michael or one who fits your needs even better.
The firm provides personal financial planning, retirement planning, financial education and coaching to individuals, families, small businesses, and organizations that engage its services for employees or members. It operates as a virtual practice serving clients across the United States. Advisory work centers on a comprehensive financial plan and an Investment Policy that guides goal-setting, time horizons, and portfolio construction; the firm applies both fundamental and technical analysis alongside an emphasis on diversified asset allocation. The firm does not manage client assets or accept investment discretion, providing recommendations for clients to implement through custodians of their choice. The principal is a licensed insurance agent and may recommend or facilitate insurance products, with any referral or commission arrangements disclosed to clients. The firm also offers public and employer-targeted educational seminars and tailored financial wellness programs and coordinates with CPAs, estate attorneys, and other advisors, extending its services beyond typical individual planning.
To learn more about the advisors currently working at Nisiotis, Michael, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rutherford, NJ
| 5
|
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