Broker Check

Gail Nickse

CFP®, CDFA

Financial Advisor

(781) 404-7005

300 TradeCenter Dr, Suite 1500
Woburn, MA 01801

Your dream. Your plan.

If you can imagine it, we can work together to achieve it. 

It's a collaborative planning process

What is the advantage of having your personal Wealth Management Site?

The convenience of being able to view all your accounts, transactions and investments in one secure place, updated daily. 

Learn about the Wealth Management Site

Waddell & Reed is a full service financial firm offering a wide range of products and services to individuals, families and business owners.

Individual Retirement Plans

Business Retirement Plans

Financial Planning

Investments

Advisory Programs

Insurance

Education Saving

Gifting Strategies

Helpful content

Scroll down and find a wealth of resources to enhance your financial knowledge.

Retirement resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

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Investing insights

Fundamental principles and strategies can help you understand how an investment portfolio should reflect your risk tolerance, time horizon, and goals.

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Money management tips

One of the keys to sound financial behavior is spending less than you take in. Get tips on budgeting and money management here.

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Questions? Let's connect.

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