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Nicholas Ludwa

Professional designations
CFP, CLU
Firm or Broker/Dealer name
Equitable Advisors LLC
States licensed in
Hamburg
,
New York
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Wealth Management
Time Zone
Nicholas Ludwa is a CERTIFIED FINANCIAL PLANNER™ professional and CLU. Nicholas has been a Financial Advisor since 2004 and has office locations in Williamsville, Lakewood, and Hamburg. Nick takes pride in assisting all clients by helping them secure their financial future. Having extensive experience in the financial planning process, Nick follows the six steps per the Financial Planning Practice Standards and has helped many people with this process over the years. This knowledge spans from retirement planning to investment and insurance planning for both individuals and businesses. Nicholas holds the Retirement Benefits Specialist - Tax Sheltered Plans, supplemental title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment which enhances his capabilities for 403(b) and 457 plans. He currently holds FINRA Series 7 and 66 Registrations, as well as Accident, Life, and Health Insurance Licenses. As a graduate of Buffalo State College, Nick holds a B.A. in Economics and Finance. He resides in Hamburg, NY with his wife Elise, and his son's Colten and Graysen.