Kristin A. Nordahl, CFP®, CLU®

Kristin has more than twenty five years experience working with individuals and business owners to develop financial strategies that meet their needs.  She is committed to building long-term relationships with her clients and helping them reach their goals is her number one priority.  Kristin does not offer “standardized” solutions to complex problems, she first listens to you and then thinks objectively in terms of how to best meet your specific needs. She offers a variety of financial services and products focusing on Wealth Management Strategies & business Estate Retirement planning as well as Protection Products and Investments.  Drawing on her knowledge, experience and world-class planning tools, she strives to help build financial freedom for all her clients.

 

Kristin is affiliated with Baystate Financial Services, one of New England’s oldest and largest privately owned financial services firms, with offices throughout the Northeast.   They are an independently owned and operated group of highly trained professionals dedicated to helping individuals, executives and business owners, like you, achieve your financial goals. 

  

Kristin is a current board member for the Lions Club of Lexington. She has served in all positions and was the first women president of the organization prior to serving as treasurer for many years. Kristin has also served on the board and as president of the Visiting Nurse and Community Health.  She is committed to numerous charities involving children's welfare and is active with various breast cancer organizations.

 

•   Registered Representative & Financial Planner of New England Securities, Corp.
•   CERTIFIED FINANCIAL PLANNER^TM  Practitioner
•   Charted Life Underwriter ^®
•   Member, Financial Planning Association (FPA)
•   Member Million Dollar Round Table (MDRT)
•   Series 6, 63, 65 and 7 Security Licenses
•   Wharton Business School Certificate in Retirement Planning