Nikulski Financial, INC.

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Certified Financial Planner | Investment Management | Bettendorf IA Skip to content Call Us 563-344-0118 Start your Journey With Nikulski Financial Here! Transparent and Trustworthy That's What We Pride Ourselves on at Nikulski Financial, Inc. As Certified Financial Planners (CFP® professionals), we have made a commitment to always act in your best interests. We are comprehensive financial planners who focus on the key areas of personal finance. At the core of our relationship, we focus on creating a customized financial plan based on your unique purpose, passion, and joy to help you achieve your goals. In addition, YOU are someone who pursues YOUR passions, purpose, and joys, so we create customized plans for YOU to achieve these. Services Financial Planning Our Financial Planning Team helps clients build comprehensive financial plans using advanced software and technology, while also coordinating with attorneys and tax advisors for annual planning and estate settlements. Investment Committee Our Investment Committee oversees daily portfolio operations, including trading, market research, data analysis, risk monitoring, reporting, and fund transfers. Client Service Team Our Client Service Team focuses on onboarding new clients, supporting existing client relationships, preparing for meetings, managing account maintenance, and ensuring all client requests are handled accurately and efficiently. FAQs How Do You Differ From Other Financial Advisors? What Is The Investment Philo

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