Retirement & Wealth Strategies
Nicholas U. Scarsella has extensive work experience in the financial industry. From 2007 to 2019, they worked at Retirement & Wealth Strategies, starting as a Paraplanner and later becoming a Director of Operations and Financial Advisor. In this role, they were responsible for managing the firm's operations and workflow, implementing integrated systems, and providing support and opportunities for advisors to thrive. From 2011 to 2014, they also worked in Investment Research and Portfolio Review at the same company. In 2020, Nicholas became the President of Succession Concepts.
Nicholas U. Scarsella holds a Bachelor of Business Administration (BBA) degree with a major in Finance and minors in Economics and Management from Northwood University. Nicholas U. also has additional certifications, including the SIE - Securities Industry Essentials from FINRA.
Retirement & Wealth Strategies
Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and values drive the plan. It is our job to translate those visions and values into an integrated plan that encompasses: •Personal investment strategies •Tax planning techniques •Retirement readiness •Estate planning •Insurance analysis •Maximizing financial opportunities At RWS Financial Group, we utilize our knowledge and experience in retirement and wealth strategies to guide you through your financial journey. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services through RWS Financial Group LLC, a Registered Investment Advisor. Cambridge and RWS Financial Group LLC are not affiliated.