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Nicole has 10+ years of experience in client services, management, financial services and real estate. Her substantial background makes her a pivotal member to the Pollak & Pollak Wealth Management team. Nicole is responsible for administrative and operational support along with executing marketing strategies.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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