Nick Pucel,
AAMS™ President, Cold Spring Investments Financial Advisor, RJFSNicholas Pucel is the President of the Cold Spring Investments office in Belchertown. Nick believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He provides a comprehensive approach to wealth planning, risk management, tax efficiency and estate planning to individuals, families, and businesses.
Nick employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right guidance and tailored financial strategies designed to meet his clients’ specific needs. He works diligently to meet his clients’ expectations with quality customer service and the intention of being their trusted wealth advisor for life
Prior to beginning his career in financial services in 2016, he worked in product research and development. He received both his undergraduate and graduate degrees from University of Massachusetts, Amherst.
Originally from Franklin, Massachusetts he is active in the community as a volunteer for organizations such as Belchertown Community Alliance, Belchertown Education Foundation, Belchertown Family Center, It Takes A Village, Belchertown Farmers Market, and the Town of Belchertown. Nick currently runs a community donation-based Food Pantry located in Belchertown. He enjoys supporting local non-profits and being an impactful member of his town for businesses and underserved communities. Nick and his wife, Courtney, have two children named Elliot and Declyn.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.