Nicole Carricatoemail
100 Sterling Parkway Suite 307
Mechanicsburg, PA 17050
Professional Story
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-Present
Hobbies
Biking
Reading
Writing
Nutrition and CookingAffiliations & Memberships
Member of Capitol Region Professional Networkers
Community Involvement
PA Wounded Warriors
CURE InternationalLanguages:
- English
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- LGBTQ
- Financial Education
- Group Benefits
- Business Succession Planning
- Military
- Retirement Strategies
- Estate Planning