Broker Check

About Us

Our Enduring Legacy

Our Enduring Legacy

Nilmeier Financial & Insurance Services is owned and operated by second and third generation family members, with a rich history stretching back to 1963. Elmer Nilmeier entered the life and disability insurance planning business in 1963 when he joined Paul Revere Insurance Group. Elmer's son, Richard joined the same company in 1969 and stayed with them for the first twenty seven years of his career.

In 1996 he left Paul Revere and formed Nilmeier Financial and Insurance Services, focusing not only on insurance planning but comprehensive wealth management, which today includes a host of financial services and products offered through United Planners Financial Services of America. John Nilmeier, son of Richard, entered the business in 2005 after graduating with a degree in financial planning from California State University, Fresno.

Client-Focused Approach

We bring the value of our independence, knowledge, experience, and education to every client interaction. Our relationship with independent Broker/Dealer, United Planners, allows us to choose from a variety of different financial products in the creation of our financial solutions. Our independence allows our company to consistently scan the vast universe of investment, insurance, and retirement platforms making certain that we're presenting only the best options to our clients.

Investment Capabilities

Nilmeier Financial and Insurance Services was founded with the goal of assisting clients in every aspect of their financial lives. The most comprehensive and personal service is provided, thus earning a reputation for excellence in the industry. Nilmeier Financial and Insurance Services strives to create financial stability and security to provide financial independence for their clients.

Community and Values

We believe that every person has the ability to realize their dreams in life. Most people don't dream of money, but dream of the financial security that money provides. They dream of the joy they might feel in putting their children through college, retiring to a vacation home at the beach, being around loved ones without having the commitment of going to work every day, or simply living their lives in financial freedom (not being a slave to their debt, but having the ability to control their financial destiny). We believe that every individual has the ability to attain their goals, no matter their life or financial circumstance. But in order for these dreams to happen, you must start with a plan. Dreams are a dime a dozen, but those who implement them are worth millions.

Our Commitment

Richard, John, Nichola and their staff are experienced professionals with a "hands-on" approach to financial guidance. Not only will you find them knowledgeable, but you will also discover that they truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Team of Dedicated Professionals

John P. Nilmeier, CFP, CLU

Investment Adviser Representative with United Planners Financial Services

(559) 227-6100

john@nilmeierfinancial.com

John is a 2004 graduate of CSU, Fresno, graduating summa cum laude with a Business Degree emphasizing Financial Planning. He was involved in the school's Honors Program, where he wrote a thesis on Social Security Privatization, earning...

Read more

Nichola Peacock

Investment Advisor Representative with United Planners Financial Services

(559) 227-6100

nichola@nilmeierfinancial.com

Raised in the Fresno/Clovis area, she graduated from Hoover High School before earning her Bachelor of Science at California State University, Fresno. After graduating from college, she began her career as a benefits coordinator for a...
Read more

Richard D. Nilmeier, CLU

Registered Representative with United Planners Financial Services

(559) 227-6100

richard@nilmeierfinancial.com

Richard D. Nilmeier entered the financial services industry in 1969 and has been a decorated professional within the industry. He earned the prestigious designation of Chartered Life Underwriter from The American College in 1989....

Read more

Marcia L. Nyberg

Administrative Assistant

(559) 227-6100

marcia@nilmeierfinancial.com

Marcia has been with Nilmeier Financial & Insurance Services since 2013 and assists clients with many of the servicing aspects related to their accounts. She was born and raised in the Fresno area and has held administrative positions...

Read more

Megan Boogaard

Administrative Assistant

(559) 227-6100

meg@nilmeierfinancial.com

Meg serves as a Financial Advisor Assistant, supporting both advisors and clients through meticulous account management, effective client communications, and efficient coordination of day-to-day operations. Her reputation stems from...
Read more

Contact UsGet Started Today

The best way to get started is with a short introductory phone call with no cost or obligation to you. Let us know how to reach you.

Thank you!
Oops!