Edward Jones - Financial Advisor: Nikola Sormaz

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Nikola Sormaz is a financial advisor based in New Haven, Connecticut, affiliated with Edward Jones. He provides personalized financial planning and investment guidance to clients in the area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Nikola focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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