Edward Jones - Financial Advisor: Nicole M Wortsman, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Nicole Wortsman is a Certified Financial Planner (CFP®) and financial advisor based in Mt Dora, Florida. She provides personalized financial planning and investment guidance to clients in the local area. Nicole specializes in retirement preparation, education savings strategies, and tax-smart investing. Her approach emphasizes face-to-face conversations to understand her clients' unique financial goals and help them achieve long-term success.

Reviews

Location

Business Information