Nicole Wegman

Director of Financial Planning at Element Financial Group - New York, NY, US

Nicole Wegman's Colleagues at Element Financial Group
Virginia Gadson

Executive Assistant and Office Manager

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Ana Ortiz

Director of Client Services

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Kai Kelley

portfolio administrator

Contact Kai Kelley

Joseph Ricci

retirement planning services associate

Contact Joseph Ricci

John Bannon

Senior Account Manager

Contact John Bannon

JoanAnn Natola

Managing Partner / Founder

Contact JoanAnn Natola

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Nicole Wegman's Contact Details
HQ
212-878-1760
Location
New York,New York,United States
Company
Element Financial Group
Nicole Wegman's Company Details
Element Financial Group logo, Element Financial Group contact details

Element Financial Group

New York, NY, US • 20 - 49 Employees
Financial Services

Element is a women founded, unique wealth advisory firm that helps those who have incredible demands on their time and energy to design and implement comprehensive financial plans. Our full-service approach ensures that clients'​ unique and diverse needs are met by objective and knowledgeable professionals. We organize all relevant information, research viable options, and make recommendations that take into account not only our clients'​ financials, but their values and beliefs about finances as well. We provide expertise in the areas of Financial Planning, Asset Management, Insurance and Estate Planning as well as Corporate and Executive Benefits Programs.Over 20 Years Experience:Corporate & Executive Benefit PlanningPrivate Placement Life InsuranceAlternative Investment StrategiesIndustries Include:Entertainment, Media, Film, Fashion and SportsLegal and Accounting FirmsBiotech and PharmaceuticalFind Us On Facebook: https://www.facebook.com/elementfinancialgroupny"This communication is strictly intended for individuals residing in the states of CA,CO,CT,DC,FL,GA,MA,MD,NJ,NY,OH,OR,PA,PR,TN,VA,VT.No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®, www.finra.org / www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services are offered by Element Financial Group. (212) 878-1760. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Financial Planning Asset Management Corporate and Group Benefits Insurance & Estate Planning Insurance & Estate Planning Financial Services Financial Advisory Services
Details about Element Financial Group
Frequently Asked Questions about Nicole Wegman
Nicole Wegman currently works for ELEMENT Financial Group.
Nicole Wegman's role at ELEMENT Financial Group is Director of Financial Planning.
Nicole Wegman's email address is ***@elementfinancialgroup.com. To view Nicole Wegman's full email address, please signup to ConnectPlex.
Nicole Wegman works in the Financial Services industry.
Nicole Wegman's colleagues at Element Financial Group are Virginia Gadson, Ana Ortiz, Kai Kelley, Joseph Ricci, John Bannon, JoanAnn Natola, Ryan Parker and others.
Nicole Wegman's phone number is 212-878-1760
See more information about Nicole Wegman