Nikulski Financial Inc.

Nikulski Financial Inc. Nikulski Financial, Inc. is a fee only Registered Investment Advisory (RIA) firm.

Being an RIA means that we have a fiduciary duty to keep our clients' best interests at the forefront of all decisions. We believe this is accomplished through the values-based relationships we build with our clients. The level of personalized service we provide is the engine that drives us to achieve excellence in our industry.

06/01/2026
06/01/2026

There is a lot to consider in the current housing market. If you are thinking about moving, it helps to look at the transition through the lens of your entire financial plan—not just the interest rate.
We’re discussing the factors that should be on your radar in our latest podcast episode. Listen now on our website, Apple, or Spotify.

Small Business Month is coming to a close, but managing the complexities of your enterprise never stops.From optimizing ...
05/29/2026

Small Business Month is coming to a close, but managing the complexities of your enterprise never stops.

From optimizing your cash flow and designing employee benefits to securing a clear succession plan, your business decisions directly shape your personal financial future. Our team is here to help you balance both seamlessly, acting as the quarterback for your entire financial life.

The month might be ending, but building your legacy is a year-round commitment.

We honor the memory of those who gave their lives protecting the freedoms we enjoy every day. Memorial Day reminds us to...
05/25/2026

We honor the memory of those who gave their lives protecting the freedoms we enjoy every day. Memorial Day reminds us to reflect, remember, and give thanks.

A new week is about ex*****on, not intentions. Real financial peace of mind comes from taking concrete action on your go...
05/25/2026

A new week is about ex*****on, not intentions. Real financial peace of mind comes from taking concrete action on your goals... whether that means finalizing your retirement plan or locking in your estate strategy.

Let's get to work.

Your team is your greatest asset. Offering competitive benefits shouldn't be a financial strain on your operations.We he...
05/22/2026

Your team is your greatest asset. Offering competitive benefits shouldn't be a financial strain on your operations.

We help business owners design viable retirement plans (including 401(k)s, SEP, and Simple IRAs) along with healthcare options that attract and retain top talent. We ensure your employee benefits strategy protects your bottom line while supporting your people.

We start with a complimentary consultation to dive into your specific objectives... whether you're navigating a career s...
05/18/2026

We start with a complimentary consultation to dive into your specific objectives... whether you're navigating a career shift, retirement, or estate planning. It is a dedicated session to see how our team’s experience can support your unique goals.

With summer around the corner, your focus should be on the destination... not the logistical details.High-end travel req...
05/14/2026

With summer around the corner, your focus should be on the destination... not the logistical details.

High-end travel requires significant financial coordination and precision. Our concierge services act as your personal financial assistant, managing the complexity of luxury travel planning to ensure your experience is seamless.

We handle the financial moving parts and streamline the details, allowing you to enjoy the season with total peace of mind.

Your business is only as strong as the people behind it. As we celebrate Small Business Month, we’re looking at how to p...
05/13/2026

Your business is only as strong as the people behind it. As we celebrate Small Business Month, we’re looking at how to protect your most valuable asset: your team.

We design employee benefit plans, including 401(k)s, SEP, and Simple IRAs, that help you attract and keep top talent. We make sure these options are financially viable for your business while providing real security for your employees.

Address

4275 Ontario Drive
Bettendorf, IA
52722

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 3pm

Telephone

+15633440118

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