Nick Destefano

Investment Advisor Representative

Registered Representative

Born in Brooklyn, NY, Nick has decades of experience in the financial services field. He has a background in Financial Planning and is a Certified Estate Advisor (CEA). He specializes in a wide variety of areas including:

• Comprehensive Financial Planning for Individuals and Businesses which include Retirement Plans, TSAs, 401(k), IRA & Qualified Rollovers, Mutual Funds, Annuities
• Life, Health, Disability and Long Term Care Insurance
• Employee Benefits
• Tax, Estate and Charitable Planning

Nick credits completion of four marathons and the ability to stick with workout goals to help him stay focused on clients short and long term objectives.