Edward Jones-Financial Advisor: Nicole B. Gorman, CRPC

Edward Jones-Financial Advisor: Nicole B. Gorman, CRPC Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/nicole-sargent for more information.
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Wishing you and your loved ones a very happy Easter!
03/31/2024

Wishing you and your loved ones a very happy Easter!

03/27/2024

Realize your potential. Become an Edward Jones financial advisor.

Learn more at our next Financial Advisor Opportunity webinar on Wednesday, April 3 at 12 pm CT.

Register here:

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in re...
03/27/2024

Planning to retire in the next few years? It’s not too late to make a difference in how much you’ll have available in retirement.

Understand the key benefits of funding your 401k and why you should consider increasing those contributions as your salary increases.

You can’t avoid all presidential election talk – nor the dire predictions about either candidate winning. Here’s how the...
03/25/2024

You can’t avoid all presidential election talk – nor the dire predictions about either candidate winning. Here’s how the market pushed ahead no matter who sat in the Oval Office over the past 40 years.

Dire predictions about past presidents have usually proven to be wrong.

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help m...
03/25/2024

There are only three weeks left to file your taxes—do you have everything you need to file? Use this checklist to help make sure you are all set to file your taxes by the April 15th deadline.

Ready to file your federal income taxes? Use our tax filing checklist to help ensure you have all the tax forms you need to complete your return.

I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? H...
03/23/2024

I often hear the same question from parents: Which should I prioritize, my retirement or my child’s college education? Here’s an example scenario that tackles this question.

Your financial advisor can help you balance your saving strategy to achieve both goals.

03/20/2024

Learn how you can transfer your skills to a new career at Edward Jones.

In this 30-minute virtual event, you'll hear from current Edward Jones financial advisors as we discuss the unique business model that enables you to run and build your own business, transferring your current skills into a career as a financial advisor, and so much more.

Join us on April 3 at 12 pm CT. Register here:

If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for ...
03/20/2024

If retirement is coming into view, it’s time to kick your planning into high gear. This checklist can help you plan for things like Social Security, health care costs and how to go from saving to spending.

Read through this checklist

All retirees have one goal in common: Ensuring their income provides for their needs for as long as they need it. The fi...
03/18/2024

All retirees have one goal in common: Ensuring their income provides for their needs for as long as they need it. The first step toward achieving this is to identify how much income you'll need in retirement.

How to determine if you’re too reliant on your investment portfolio for retirement income.

03/12/2024

Searching for a career opportunity with no ceiling to your earning potential that offers the opportunity to achieve work life balance? Learn how you can transfer your skills to a new career as an Edward Jones Financial Advisor.

Join us on April 3 at 12 pm CT. Register here:

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strateg...
03/12/2024

Every dollar saved in taxes is one more you can spend, save, give or leave as a legacy. Here are three tax-smart strategies you should consider to potentially reduce taxes now or in the future.

Every dollar you save in taxes is one more you can spend, save, give or leave. Here are three ways to potentially reduce your taxes now or in the future.

Address

269 Main Street
Greenfield, MA
01301

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+14137721018

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