Nicholas Oliveros-Pipkin, Financial Planner

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Glastonbury, CT
Nicholas Oliveros-Pipkin, Financial Planner

As a Financial Planner, Nicholas services the financial needs of individuals and businesses while looking to build long-term relationships.

Permanently closed.

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 o

r build and implement a financial plan that can help put them in the best position to succeed. I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

09/01/2026

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, let’s review.

Read More: https://bit.ly/4qR6Etw

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08/26/2026

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will you do? Find out all about key person insurance.

Read More: https://bit.ly/4zY1LDh

CRN202907-11773768

08/21/2026

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. This article dives into all your questions.

Read More: https://bit.ly/45FMYz8

CRN202907-11773768

08/19/2026

There’s a difference between AI as a financial resource or as a financial advisor. In this article, we discuss how and when to use AI for financial advice.

Read More: https://bit.ly/4crumGI

CRN202907-11773768

08/13/2026

We’ve entered the final full month of summer, so of course, we’re celebrating with four brand new articles with the August Barnum Report!
• Should You Use AI for Financial Advice?
• When Should You Retire? A Guide to Timing Your Retirement Right
• What is Key Person Insurance and Does Your Business Need It?
• 5 Social Security Mistakes That Could Cost You in Retirement

CRN202907-11773768

07/30/2026

You’ve put years into building your business. But here’s a question most business owners don’t ask themselves: Do I have a plan for my exit?

https://bit.ly/4wOM6nP

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07/28/2026

Are you helping your children with college while also looking after the needs of your aging parents. Welcome to the Sandwich Generation!

Learn more: https://bit.ly/3TptvQj

CRN202906-11557520

07/22/2026

Healthcare is a large and underestimated expense retirees face. Let's see how Health Savings Account can help your retirement plans.

Learn more: https://bit.ly/4b8gMaD

CRN202906-11557520

07/17/2026

Summer has a way of slowing things down and that’s a good thing when it comes to your finances. Let's step back and take care of a few things.

Learn more: https://bit.ly/4x8PJVp

CRN202906-11557520

07/16/2026

📊 Join us for our Quarterly Market Update Call on Tues, July 28th at 11:00 AM ET.
Meera Pandit, Global Market Strategist at J.P. Morgan, will share insights on current market trends and what they mean for your financial strategy.

Click the link below to register:
https://bit.ly/4wMLdvw

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Address

Glastonbury, CT
06484

Telephone

+18602186759

Website

http://nicholasoliveros.com/

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