Nick Gazzara, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • College Savings
  • Intergenerational Planning

About Nick

My team and I are passionate about helping local families achieve their financial goals. I focus on really getting to know my clients on a personal level. This helps me understand what is most important to them.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

I enjoy helping families pursue all of their short- and long-term goals. Using our established process we work together to help make...

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of MontanaBachelor of Business Admin

Personal Interests

  • Fishing
  • Hunting
  • Golfing
  • Traveling
  • Pets

Team Members

  • Leslie Bachman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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