Nicholas Jopson
Financial Services Professional
As a Financial Services Representative, I am committed to helping individuals and families achieve their financial goals through personalized strategies. A proud graduate of Suny Geneseo, my team and I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. We offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in, retirement income solutions, estate planning, employee benefit and business continuation strategies. Born and raised in Geneseo, NY, I value community and long-term financial security. Outside of work, I enjoy spending time with my family, and friends, as well as watching football, cooking, and traveling.
I am licensed to sell insurance in NY.