Edward Jones - Financial Advisor: Nicole L Baca Smith, CEPA® - Colorado Springs, Colorado

Edward Jones - Financial Advisor: Nicole L Baca Smith, CEPA®

Nicole L Baca Smith, a certified CEPA® (Chartered Estate and Trust Planning Counselor) financial advisor with Edward Jones, is dedicated to helping clients achieve their financial goals. Located at 640 Southpointe Ct STE 220, Colorado Springs, CO 80906, her office is easily accessible with wheelchair accessible entrance, parking lot, and restroom facilities. It is recommended to schedule an appointment in advance to ensure personalized attention.

Specialties and Services

• Financial consultant: Nicole offers personalized financial planning to help clients make informed decisions about their money.
• Finance broker: She assists clients in navigating financial markets and finding suitable investment opportunities.
• Investment service: Nicole provides a range of investment services tailored to her clients' unique needs and risk tolerance.
• Stock broker: She helps clients understand and manage their stock portfolios for optimal growth and returns.

Opinions and Reviews

With an average rating of 5/5 based on 3 reviews on Google My Business, Nicole Baca Smith has earned a stellar reputation among her clients. One satisfied client raved, "Nicole Baca is amazing, she knows her stuff. I trust her with all my investments, and she follows up quarterly to ensure my financial goals are on track."

Another client noted, "She is helping me with my retirement goals, and we love working with Nicole Baca." These testimonials highlight Nicole's commitment to personalized service, expertise, and a client-centric approach.

Why Choose Nicole L Baca Smith

1. Expertise and certifications in estate and trust planning.
2. Dedication to providing personalized financial solutions.
3. A strong track record of client satisfaction and glowing reviews.

For individuals seeking a reliable and experienced financial advisor in Colorado Springs, Nicole L Baca Smith, CEPA® at Edward Jones is an excellent choice. To learn more about her services and how she can help you achieve your financial goals, contact her office or visit her website today.

👍 Reviews of Edward Jones - Financial Advisor: Nicole L Baca Smith, CEPA®

Dawn G.

5/5

Nicole Baca is amazing , she knows her stuff. I trust with all my investments and there are many!
She follows up quarterly and let’s you know how you are doing and if you need to sell or move investments around. She is helping me with my retirement goals too!!!😁 we love working with Nicole Baca!

Erika H.

5/5

It's so refreshing to have a financial advisor that truly understands my wants, needs, and goals as an independant woman and small business owner -- because she is also an independant woman and small business owner.

Nicole Baca is very knowledagable and offers great insight and advice into investing and wealth management. I can always count on her to help me understand the ups and downs in the market, but also how my long-term investments and strategies will work for me.

She's educated me on new types of products that I can use for investing, and she makes sure to help understand all my needs by going through a thorough discovery. Also, she's literally ALWAYS available to me, and happy to share her expertise.

Mary M.

5/5