About Us

Leadership

Richard Nadeau
Managing Partner Nadeau Financial Services, LLC

After retiring as a Senior Vice President from the Wall Street investment firm that I represented for 30 years, I decided to go into business for myself as a financial advisor. I have lived in the Clearwater area for 20 years and both my clientele and personal relationships are rooted in the Pinellas County area.

One of the biggest revelations to me in this business is how many people don’t have a plan in place to retire with financial security. As a result, my major focus and the majority of my clients are either currently retired or they can see retirement on the horizon. Retirement in America today may mean 20, 25 or 30 years without a paycheck. Transitioning from accumulating wealth to utilizing wealth requires significant planning.

I work with both individuals and small to mid-size businesses in the arena of retirement planning. Many smaller businesses today may have a 401(k) in place but they are not receiving the guidance they should be receiving for the most cost effective implementation of that plan.

Nadeau Financial Services, LLC is supported by LPL Financial. Although my business is independently owned, with the support of LPL, which is considered the largest independent broker-dealer in the United States*, with more than 16,000 financial advisors and  over $681 billion in advisory and brokerage assets, we are able to offer a wide variety of programs and services to assist our clients in the pursuit of their goals.

 

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.


Richard Nadeau
Managing Partner Nadeau Financial Services, LLC

After retiring as a Senior Vice President from the Wall Street investment firm that I represented for 30 years, I decided to go into business for myself as a financial advisor. I have lived in the Clearwater area for 20 years and both my clientele and personal relationships are rooted in the Pinellas County area.

One of the biggest revelations to me in this business is how many people don’t have a plan in place to retire with financial security. As a result, my major focus and the majority of my clients are either currently retired or they can see retirement on the horizon. Retirement in America today may mean 20, 25 or 30 years without a paycheck. Transitioning from accumulating wealth to utilizing wealth requires significant planning.

I work with both individuals and small to mid-size businesses in the arena of retirement planning. Many smaller businesses today may have a 401(k) in place but they are not receiving the guidance they should be receiving for the most cost effective implementation of that plan.

Nadeau Financial Services, LLC is supported by LPL Financial. Although my business is independently owned, with the support of LPL, which is considered the largest independent broker-dealer in the United States*, with more than 16,000 financial advisors and  over $681 billion in advisory and brokerage assets, we are able to offer a wide variety of programs and services to assist our clients in the pursuit of their goals.

 

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact us, by phone or e-mail. We can help you make sense of today’s investment climate.

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Managed asset plans

For professional fee-based portfolio management through LPL Financial

Estate planning

Seeking preservation of wealth from generation to generation

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Long Term Health Care

Pursuing to provide for costly health issues

College Planning

Working toward to give your kids a good head start

Insurance Planning

Striving to secure your family’s future needs

LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit www.lpl.com.

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