About

WHAT WE DO

At our firm, we offer a comprehensive suite of services tailored to individuals, small businesses, and investment funds. Our expertise encompasses financial planning, investment portfolio creation, risk management, retirement planning, and more. We are committed to guiding our clients towards prosperity through personalized solutions and expert management.

OUR GOAL

Our goal is to empower individuals, small businesses, and investment funds to achieve financial success. Led by Nicole Anastasia Plumlee, our dedicated team is committed to providing transparent, trustworthy, and personalized financial guidance. We strive to build long-term partnerships based on mutual success, ensuring that our clients' best interests are always at the forefront of our recommendations.

OUR MISSION

At our core, our mission is to foster open and candid communication with our clients, ensuring they are well-informed at every step of their financial journey. We aim to make financial success attainable for everyone by offering clarity, guidance, and dedicated support. Led by Nicole Anastasia Plumlee, we are driven by our clients' financial goals and committed to providing expert guidance to navigate the complexities of the financial world.

Meet Nicole Anastasia Plumlee

Nicole Anastasia Plumlee

Financial Advisor and Expert Broker

Nicole Anastasia Plumlee leads a team of financial consultants dedicated to providing personalized financial solutions and expert portfolio management. With a focus on empowering individuals and small businesses, Plumlee brings years of experience and knowledge to deliver top-notch services tailored to each client's unique needs. The team adopts a personalized approach to understand each client's financial situation and formulate tailor-made strategies aligned with their goals.

Some Facts About Nicole Anastasia Plumlee

Building wealth is easy when you work with Nicole Anastasia Plumlee

26

Years of experience

2

State Licenses

159

Portfolio

90
%

Satisfied Customers

Our Clients

Benjamin Davis

Nicole Anastasia Plumlee is an exceptional professional who goes above and beyond to deliver outstanding results. Her attention to detail and dedication to her work are truly commendable. I highly recommend her services

Ann McMillan

I had the privilege of collaborating with Nicole Anastasia Plumlee on a project, and I must say, she exceeded all expectations. Her professionalism, expertise, and positive attitude made the entire experience enjoyable and successful.