Financial Services

Discover many of the opportunities available to help you plan for your financial future.

At Nichols Financial, we can help you determine a strategy appropriate for your financial situation.

To develop a financial strategy for your future, it's important for your financial professional to see your complete financial picture. In order to do this, we will complete a needs analysis, reviewing your income and assets. This allows us to present to you financial strategies that will help you achieve your goals.

At Nichols Financial, we offer you the following services:

(Click the images below to learn more about each service)


Wealth Accumulation

Asset Protection

Life Insurance

Retirement Income Strategies

Tax Minimization Strategies

IRA & 401(k) Rollovers

Inherited IRAs

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We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning » IRA Legacy Planning

Your insurance professional and Registered Investment Advisor/Registered Representative is not permitted to offer, and no statement contained herein shall constitute, tax, legal or investment advice. You should consult with a legal or tax professional on any such matters.

To schedule a time to discuss your financial future, contact us at or call us at 410-925-7720 today!

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

Jason Nichols is an Investment Advisory representative with investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Greg S. Nichols is insurance licensed only and does not offer investment advice.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.