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.

The economy, the markets, and tax laws are always going to change... they are variables you simply cannot control. But y...
06/07/2026

The economy, the markets, and tax laws are always going to change... they are variables you simply cannot control. But you can control how your financial structure reacts to them.

True risk management means building a plan resilient enough to handle shifting winds without throwing you off course. We help you look at the big picture and adjust the sails so your long-term wealth stays on track.

We are officially six months into the year. If you wait until December to look at your financial plan, you lose your abi...
06/03/2026

We are officially six months into the year. If you wait until December to look at your financial plan, you lose your ability to pivot.

A mid-year review gives you the runway to make intentional adjustments. Now is the time to review your year-to-date income, optimize your tax withholdings, and check your progress on retirement contributions while there is still time to impact the outcome.

Clear data leads to better decisions. Let’s look at the numbers.

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.

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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