Nicole Carricato


    Focus: Insurance Strategies, Business Owners, Retirement Income Planning, LGBTQ, Financial Education, Group Benefits, Business Succession Planning, Military, Retirement Strategies, Estate Planning

    Languages: English

    Preparing for the next step in life isn't always easy. I am dedicated to making a difference in people's lives. Knowledge is the key to a successful financial future. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and most importantly, future needs.
    I provide total financial analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

    Education

    Financial Industry 2002-2013
    Erie Insurance 2013-Present

    Hobbies

    Biking
    Reading
    Writing

    Affiliations & Memberships

    Member of Capitol Region Professional Networkers
    Affiliated with Erie Insurance, Progressive, Liberty Mutual, Travelers Grange, Philadelphia and Foremost Insurance

    Community Involvement

    PA Wounded Warriors
    CURE International

    See Nicole’s Licenses and Disclosures

    Contact Nicole

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    uFinancial Group

    Main Office

    5001 Louise Drive Suite 300
    Mechanicsburg, PA 17055

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    CRN202207-267436