Nikulski Financial Inc

Nikulski Financial Inc is a business consultant in Bettendorf, IA. The firm provides comprehensive financial planning, including investment management, retirement planning, estate planning, tax planning, and risk management. Serving the Quad Cities community, the firm employs Certified Financial Planners (CFP® professionals) who focus on creating customized plans tailored to each client's unique goals and passions. The business maintains a 5.00 rating.

Since 2009, Nikulski Financial Inc has operated as an independently owned firm that functions as a fiduciary, committing to act in the best interests of its clients. The firm utilizes a fee-only model, meaning they do not sell products or collect commissions. Their service structure includes an Investment Committee that oversees portfolio operations, market research, and risk monitoring, as well as a Client Service Team dedicated to onboarding and account maintenance. Beyond standard financial planning, the firm offers concierge services such as mortgage banking relationship management, buy vs. lease analysis, and notary services.

The office is located on Ontario Dr, situated near Unity Point and a short distance from the Crow Creek Nature Preserve and Quarry Pond.

Nikulski Financial Inc is recognized for its transparent and trustworthy approach to wealth management. As a fee-only fiduciary, the firm is known for its commitment to client interests and its deep-rooted ties to local families and businesses.

The firm provides personalized financial expertise and dedicated planning services to the residents and businesses of Bettendorf.