Nicole Martocci
Wealth Management Advisor|CFP®
Personal
Nicole and her husband Mike have two children, Gabby and Jake. Nicole’s involvement in her community includes serving as a volunteer at the Connecticut Friends School, a former board member of Junior Achievement of Southwestern Connecticut and a current board member of Twilight Park Daycamp. Nicole and her family enjoy the outdoors and skiing together.
About me
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning