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TESTIMONIALS

FINANCIAL PLANNING & RETIREMENT STRATEGIES

"Nicole is a multitalented wealth strategist. She gives you specific instructions on how to increase your credit score in a very short period of time. She is an expert with health insurance policies and dealing with the Healthcare Marketplace. If you have had interactions with the Marketplace you know that they spend their time sending you massive amounts of paperwork and making undesirable changes to your account. Nicole deals with all of these issues on your behalf. She is the absolute best and I would recommend her to anyone."

Angela White

Owner, Massage Business

★★★★★

"Nicole has been my financial advisor for the past few years and she is amazing at what she does! In the past few years, she has assisted me in creating a strategy to pay off my student loans early, save for retirement, and given ideas for new streams of income. She is very personable and easy to work with while also critiquing any bad financial habits you may have. It’s easy to trust someone’s advice when they practice what they preach and can prove their strategies will get you to your end goal. I would recommend Nicole to anyone looking for a financial advisor and wealth strategist no matter what stage of life you’re in."

Tori Thompson

★★★★★

"Nicole Deas has been my financial planner since college, but I started to listen to her when my son was born. With lots of help and advice from her, I am purchasing my first home. If you knew my story (divorce, single mom, $200K college debt) this was not "supposed" to happen. This post is to talk about doing it, before you do it. Nicole has always told me, if you can pay for it, start now. So even though I will not be starting the payments for my house until July, I paid rent, and took out the extra amount that would be needed for my mortgage now. These funds are not going into any account, where they may be "mistakenly" used, but is in the form of a cashier's check, so that when it is time to pay my mortgage, I am ahead from the start. And guess what, that extra, did not hurt my pockets. Thank you Nicole."

Keisha Bardge

Deputy Director of a Non Profit

★★★★★

"Nicole is an enthusiastic and strategic financial service professional. She has a natural ability for identifying and understanding clients’ needs and objectives and translating these into effective and results driven financial solutions. I highly recommend her to get your financial life in order."

Robert Leach

Dean of Marketing, Owner SoroVillage

★★★★★

"Nicole Deas is very knowledgeable and practical when it comes to helping her client's build wealth. She clearly explains what you are are doing with your assets and WHY you are doing it. My Favorite quote from her is "A Budget is not about telling you what to do with your money but you telling your money what it will do"!"

Demishia Wright

Principal Analyst

★★★★★

"Nicole has been amazing help with finding us affordable insurance. She has been very responsive to any questions or concerns. I would highly recommend her."

Tiffany Bishop

 

★★★★★

"Nicole has been my financial advisor for the past few years and she is amazing at what she does! In the past few years, she has assisted me in creating a strategy to pay off my student loans early, save for retirement, and given ideas for new streams of income. She is very personable and easy to work with while also critiquing any bad financial habits you may have. It’s easy to trust someone’s advice when they practice what they preach and can prove their strategies will get you to your end goal. I would recommend Nicole to anyone looking for a financial advisor and wealth strategist no matter what stage of life you’re in."

Tori Thompson

 

★★★★★

"Words can't describe how great it was to have Nicole guiding and coaching us with post retirement insurance and financial planning activities. Not having a company provided health plan for retirement meant having to get a government healthcare plan. Like any and all insurances a decoder ring is needed to understand all the details and pricing associated with the various plans. Nicole cut through all the mumbo jumbo and made it a breeze to get signed up and covered. Likewise, Nicole provided a great financial health-check and review to ensure the wife and I could retire and enjoy the retirement life-style we had hoped for. I would strongly recommend Nicole to anyone needing great professional guidance and assistance in the insurance and financial planning areas."

Jerome Day

 

★★★★★