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Our financial advice team


Nicklaus Serafini Ameriprise Financial Advisor

Nicklaus Serafini

CRPC®

Financial Advisor

Tru Insight Wealth Advisors
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Cash Flow Management Strategies
  • Investments
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies

Interests

Family

Golf

Hockey

Philanthropy

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
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