Find the Certified Financial Planner™
Who's right for you.

Sara Wides Nicholson, CFP®

Morgan Stanley

6735 Crosswinds Dr N
St Petersburg, FL 33710
Phone: (727) 381-1234
Fax: (727) 343-8203

Toll-free: (800) 237-2898

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

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.