Nicole Lynn Percey
I’m a Financial Advisor & Expert Broker with over 15 years of experience. I have worked with leading financial firms in the US and hold licenses in over 51 states.
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Financial Advisor
As your trusted advisor, I’m committed to helping you navigate the complexities of wealth management and financial planning.
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Expert Broker
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Customer Relationship
Building strong, lasting relationships with my clients is at the heart of what I do. From personalized guidance to ongoing support.
More About Me
Ready to take control of your financial future? Contact me today for Personalized advice, Portfolio Management, Expery Brokerage Service and lot more.
Thousands Of Happy Clients!
I was introduced to Nicole at a time of great turbulence in the financial markets when the world was trying to understand the potential impact of the Covid-19 virus. The advice and guidance (and recommended solution) I received was given in a calm and professional manner, cutting through the more sensational jargon of the day and delivering a well researched, low risk and solid solution for my investments. Nicole was patient to all my questions and doubts, answered all my queries and, without any pressure to proceed, allowed me the space to reach my own decision on a sensible way forward. I would (and have) recommend Nicole to friends and colleagues, and have myself invested further through Nicole – so far its all good. In summary for me Nicole offered sound and practical advice at a time of great turbulence in the markets, in a truly calm and professional manner
I booked an introductory call with Nicole Lynn Percey to hear more about the Investment she provided and was pleased that they were easy to understand and transparent in the risks. She demonstrated excellent knowledge not only in the investment she advocate but the financial markets as a whole. I’ve received an invitation to a webinar which I will most certainly be attending. I look forward to building a successful relationship.
Had a great experience in dealing with Nicole. Nicole Percey was very helpful in answering all my queries. Looking forward to a long-term relationship.
So far, so good! Nicole Lynn Percey has assisted my clients in adding fixed income investments to their retirement portfolio. Always transparent with providing details about her investment solutions and already my clients are reaping the benefits. I would highly recommend anyone considering alternative investments to speak with Nicole.
From first contact with Nicole, there was an implicit understanding, customer service and trust are paramount. As a potential small investor, I have never felt I was deemed less important than larger investors, in fact some way into an enjoyable and rewarding relationship, I have yet to save enough to invest; Yet contact has been consistent so that when I’m able to, I’ll be trusting my money to a person I’ve come to know, like and feel safe with. The Investments provided are easy to understand and transparent, risks clearly explained and she demonstrate a superb understanding of the financial products she advocate. There’s no “hard sell”. If I had a crystal ball I would expect it to show a long and profitable relationship with Nicole in my future!
As a private wealth manager, I always refer to Nicole when I’m considering fixed income opportunities for my clients. I have recommended Nicole for several years now and I’m convinced she's one of the best in this asset class space.
