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Rebecca Staton & Associates

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It’s free, with no obligation to book


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About
As a financial advisor, my passion lies in helping individuals and families achieve their financial goals. I believe that trust is the foundation of any successful relationship, and I’m committed to building long-lasting connections with my clients based on honesty and mutual respect. I understand that financial planning isn’t just about numbers—it’s about people. I take the time to listen to your unique needs and concerns, and together, we craft personalized strategies that align with your life’s aspirations. My goal is to ensure that you feel confident and informed every step of the way. Whether you’re planning for retirement, saving for your child’s education, or navigating life’s unexpected challenges, I’m here to guide you through every decision. My mission is to make financial planning accessible and stress-free, so you can focus on what truly matters—living your life to the fullest.
Overview

Serves Columbus, OH

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7 employees

7 years in business

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My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

5.0

3 reviews

5

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Anthony W.

Jun 27, 2020

When I started building my portfolio, I was nervous and lacked the knowledge required to make informed investment decisions. Nick Minich helped alleviate my fears by being extremely professional, transparent and above all, patient. Whether you have already started building a profile or you are just starting, Nick Minich is your best way to go. I have 100% confidence in referring him and Northwestern Mutual to all of my friends and family. Thank you Nick!
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Brian E.

Jun 26, 2020

Through our conversations and planning I was able to set up a strong portfolio and a great plan for the future for myself. The working relationship has been excellent and I know my advisor is doing everything he can to help me. Very professional!
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Teresa S.

Jun 26, 2020

Nick has been great with helping me achieve all of my financial goals!
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Nicholas Minich

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