Nicholas Financial Group, Wealth Advisors You Can Rely On
We are your guide through the confusing maze of financial tools and services.
Our Mission
At Nicholas Financial Group, we strive to help you achieve your financial goals with prudent advice and solutions to financial challenges.
Experienced
Founded in 1997, we specialize in helping clients plan and maximize retirement income, protect assets and reduce taxes for retirement.
It’s Your Retirement
We can help you make the best choices for your retirement and financial future by discussing listening and identifying your goals.
A Bridge to Financial Security
Retirement Income Planning
We design a comprehensive plan to achieve your retirement income goals, taking into consideration all sources of income, assets, risk tolerance and the time frame.
Wealth Transfer Strategies
We protect and efficiently transfer wealth to beneficiaries with special emphasis
on maximizing your estate and reducing taxes.
Wealth Management
We provide active money management to grow your portfolio, given your risk
tolerance and goals. The objective is to take advantage of market growth while
reducing losses during down cycles.
JOHN GRIMES
Guiding Clients Through the Financial Maze
John Grimes has been working in the financial services industry since 1991 and founded Nicholas Financial Group in 1997. He earned his bachelor’s degree in economics from the University of Massachusetts, working in banking and real estate development before entering the financial services field.
John offers clients prudent advice and easy-to-understand solutions. John takes the role of counselor as he guides you through the confusing maze of financial tools and services, helping you simplify and personalize your retirement plan.
Get Started
Don’t Let the Complexities of Retirement Planning Hold You Back Any Longer
Contact us for a Complimentary Consultation and Retirement Wealth Strategies Book
Resources & Articles
John is committed to providing industry updates and keeping individuals financially informed. Visit his blog for posts on the current economic climate and how to prepare for the retirement you have always imagined.
Retirement Wealth Advisors:
Contact Us
Your investment and financial plan should revolve around you. We strive to truly understand your financial goals and objectives,
Contact us today!.