SmartVestor Pro

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SmartVestor Pro

Eric Nichols is pleased to serve as a Dave Ramsey SmartVestor Professional. The Dave Ramsey SmartVestor program is a network of financial advisors who Dave and his team have chosen to partner with based on integrity, professionalism, and experience.

Why Choose a SmartVestor Pro?

After researching your investment options, you have determined that working with a financial advisor is the smart choice for you, but why should you choose a SmartVestor Pro?

SmartVestor Pros are chosen by Dave Ramsey and his team based on experience, philosophy and five guiding principles:

Client-First Mentality

As SmartVestor Pros, our team is committed to educating and empowering you to help you achieve your long-term financial goals.

Heart of a Teacher

We truly enjoy helping you pursue your financial goals.  We believe that long term financial success is significantly dependent upon your understanding of the markets, risks, investment options, strategies, taxes, and other factors which affect achieving your goals.

Smart Wealth Building

We recognize the importance of taking a long-term, client specific approach to financial planning.  We will help you make sound financial decisions so you can build wealth and reach your goals.  This includes helping you invest for the long term.  We will consider your whole financial situation and goals.

Fast, Friendly Service

Got a question? You can expect a timely response from our team.  We are here to serve you.

More Choices, More Options

We don’t just offer a single company’s investment choices. We have access to hundreds of investments to help you reach your goals.  We take pride in working with companies committed to cutting edge technology, which translates to a better, faster, and more accurate experience.

Meet Eric and His Staff

We believe that all people need and deserve honest, trustworthy financial advice that is tailored to help them achieve their retirement, college planning, and other goals. By developing long-term relationships with clients, we are able to understand their dreams/aspirations and provide them the highest quality advice and service. Eric is pleased to offer complimentary, no obligation consultations to those who are serious about achieving financial success.

Please call us today to schedule your no-cost, no-obligation introductory consultation with us. As a SmartVestor Professional office, we are just as interested in your success as you are.

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This information is intended for use only by residents of Florida (FL), Iowa (IA), Maryland (MD), Michigan (MI), New Mexico (NM), North Carolina (NC), Ohio (OH), Virginia (VA), and West Virginia (WV). Securities and Insurance-related services may not be provided to individuals residing in any other states. Eric Nichols is a Registered Representative Offering Securities and Advisory Services through United Planners Financial Services. Member FINRA/SIPC. Nichols Financial and United Planners are not affiliated.

Dave Ramsey SMARTVESTOR® and its affiliates are not affiliated with United Planners Financial Services Member FINRA/SIPC. This should not be construed as an endorsement or recommendation by any individual or entity.

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