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Nicholas R. Roy, CFP®, CRPC®

Somnio Financial Group LLC

140 Glastonbury Blvd
Ste 23
Glastonbury, CT 06033
Phone: (860) 430-5502
Fax: (860) 430-5504

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Insurance
  • Job Loss
  • Retirement
  • Starting a Family
  • Men's Finances
  • Special Needs
  • Women's Finances

 

About My Practice

 

Experience

With a degree in business from the University of Connecticut, Nick began his career in financial services at the largest financial planning firm in the nation and quickly rose to their Advanced Advisor Group. His effective performance from the very beginning has earned him numerous honors including Top Achiever and Circle of Success recipient. Nick is committed to furthering his knowledge through education in his field and has obtained the Chartered Retirement Planning Counselor designation and the CERTIFIED FINANCIAL PLANNER certification. Nick is an active member of the Financial Planning Association, Hartford Young Professionals and Entrepreneurs and the UConn Alumni Association. Nick and his wife Jennifer, have two precious daughters Taylor and Alivia.



Securities and Investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC Somnio Financial Group, LLC is not an affiliate of NEXT Financial Group, INC. We are registered to sell securities in the following states: CA, CT, DE, FL, IL, IN, MD, MA, NH, NJ, PA, RI and SC.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC®

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.