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Nicholas Dobie

  • Financial Planner

As a Financial Planner, Nicholas services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Nicholas can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 7 and 66 Securities Licenses
  • Graduate of the University of Connecticut with a Bachelor’s of Finance Degree

Personal

  • Currently resides in Cheshire, Connecticut
  • Outside of work, Nicks interests include exercising, playing golf, and fishing

 

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT

Check the background of this registered representative on FINRA’s BrokerCheck  

CA Insurance License #4140179

nicholas dobie

Nicholas Dobie

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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