Nick Messina is a financial professional who became licensed in 1996 while employed at one of the oldest investment firms on Wall Street. Nick made the decision to become a financial professional to offer his clients the very best products available by utilizing various companies and investments, each of whom are the best available leaders in their respective fields. The focus of his business is to protect the assets of his clients. Recognizing and removing risk from his client’s investment portfolio and their estates is his foremost goal. His simple philosophy of, “safety first, reasonable rate of return, and simple to understand” is a strategy that has served his clients well through the volatile years of stock market ups and downs as well as the many threats to their estates.
Mr. Messina specializes in working with retirees and individuals nearing retirement. This includes protecting their assets from bad investments, bad advice, stock market protection, taxes, and nursing home spend down. His goal is to enhance and ultimately preserve both his client’s lifestyle and their wealth. He utilizes the latest investment and estate planning techniques to design and implement personalized plans that will provide income, reduce financial risk, eliminate fees, lower taxes, avoid probate, and protect his client’s assets.
Nick was born in Metairie and raised in Covington. He is a graduate of St. Paul’s High School and attended Nicholl’s State University while playing football. He is involved in the community and enjoys fitness activities, travel and being with family.
3129 42nd St. | Metairie, LA 70001
504.655.9933 (O) | 504-324-0788 (F)