Nikosi Menzies

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Introduction: Hello I’m Nikosi! I have over 10 years experience in the financial services industry. My clients become more like family! My service stands out because I provide in home service /now Zoom unlike most advisors. I also help my clients with a complimentary financial analysis while other advisors charge $1,000+. I am passionate about the work I do. I enjoy helping my clients with their financial goals! I can help them with debt, retirement, life insurance , and college planning and more.

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Reviews

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

Exceptional 5.0

5 reviews

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Roger H.

Sep 3, 2020

Nikosi is very professional and knowledgeable.

Nikosi Menzies's reply

Thanks Roger for the kind words!

Mohammad B.

Sep 3, 2020

Mr. Menzies helped me with a total financial game plan for free. Got me affordable life insurance also! Great guy!

Nikosi Menzies's reply

Thank you Mohammad it was a pleasure working with you!

Michelle G.

Sep 22, 2020

Nikosi was very personable. He took the time to review our IRA and 401k accounts as well as set up a 529 college savings plan for our newborn. The education was unlike any previous advisors. I would recommend!

Nikosi Menzies's reply

Thank you Michelle! It was truly a pleasure to serve your family!

Kathy R.

Sep 23, 2020

Nikosi is a great Financial Professional. I feel like now we are on the right track. If you have financial questions he will put you on the right path!

Edgard M.

Sep 24, 2020

Great individual to do business with! Delivers amazing quality service!

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
There is no fee for consultation
What is your typical process for working with a new customer?
My typical process is to have a conversation about their financial goals and what they expect from an advisor.
What education and/or training do you have that relates to your work?
Registered Investment Principal Life Insurance License Hampton University