Nick B.

About Nick B.

I enjoy spending my spare time with friends and family creating memories that will last a lifetime. If anyone were to ask me if I was a dog person it would only take one look at my outfit because the lint roller can only do so much. The culprit of course is my bestfriend, Millie, who is a 7 year old English Lab. PSU Nittany Lion and Steeler fan for life. I spent the beginning of my career working at an investment firm where I was helping and guiding financial advisors to make a difference in the lives of their clients. I have always loved helping others, but wanted to do so on a more personal level which is why I decided to become a financial advisor myself. Spending my entire career in the industry I have the experience, knowledge and credentials to help individuals and businesses navigate the complexities of financial planning and investment management to work towards attaining their goals. At Battaglia Associates Wealth Advisors we focus on getting to know and to understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families and business face today. Our commitment is to utilize all of our resources to help you pursue your goals. For individuals our services include-Financial Planning -Investment and Wealth Management -Tax Planning -Charitable Giving -Estate Plan Coordination -Life Insurance -Long Term Care Insurance Our business services include-Group 401(k)-Solo 401(k) Plans -Cash Balance Plans -Business Succession Planning We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Website: Email: n•••@bawealth.net Phone:(81••••••70 Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Battaglia Associates Wealth Advisors is not affiliated with Grove Point Financial, LLC or its subsidiaries.

Experience

1. Financial Advisor

   Battaglia Associates Wealth Advisors

   Jul 2022 — Present · State College, PA, US

   We focus on getting to know and to understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.We understand the challenges families and business face today. Our commitment is to utilize all of our resources to help you pursue your goals.We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Education

• Indiana University of Pennsylvania

  BA, Criminology/Business

  2009 — 2012