Our Firm

Here’s our story. We look forward to hearing yours.

Greg Nichols

President

Greg Nichols is the president of Nichols Financial and has been in the insurance and annuity industry for over 35 years.

Greg’s decision to enter financial services was prompted by his grandmother’s financial struggle following his grandfather’s death.  After discovering that a bank advisor had poorly invested most of their money, she had to rely on Social Security, which was not enough for her to live on. Motivated by his grandmother’s experience, Greg made it his mission to become an advisor and help protect his family — and anyone else he knew — from what his grandmother went through.

Greg graduated from Catawba College with degrees in accounting and business administration. He holds insurance licenses in Maryland, Pennsylvania, Virginia, West Virginia and Delaware.

When crafting financial strategies for his clients, Greg uses an ethics-based approach that focuses on what is best for the client. He has assisted generations of families with retirement and estate solutions by reaching out, nurturing and maintaining close relationships.  Greg is experienced, responsive and understands clients’ needs for integrity, transparency and full disclosure.  

Greg and his wife, Betty, reside in Knoxville Maryland. They have three children and nine grandchildren. In his free time, he enjoys hiking, hunting, fishing and golf. 

Jason Nichols

Investment Advisor Representative

Jason is an Investment Advisor Representative and insurance professional who began his career in 2007.  He joined Nichols Financial in 2009 and has since had the pleasure of assisting clients as they seek to achieve their financial goals for retirement. 

After beginning his career at a local bank in 2007, Jason passed two securities and insurance license exams just in time to experience the financial crisis of 2008.

Jason holds a Bachelor of Science degree from Salisbury University.  He holds his Series 63 and 65 securities registrations, as well as an insurance license in the state of Maryland.

Jason is focused on being honest, transparent and upholding the highest level of integrity. He is committed to continued professional education in order to provide up-to-date insurance and investment products and strategies for his clients in the rapidly changing economy. 

Jason and his wife, Aimee, reside in Frederick, Maryland with their son, Jackson.  Outside of the office, Jason enjoys biking, disc golf and hiking. 

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

Strategies for Financial Independence

It is important to feel you have control over your future. At Nichols Financial, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no-obligation meeting! Call us at 410-925-7720 or connect with us online at info@nicholsfinancialinc.com.

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.

Have Questions for Our Team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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.