Nichole Raftopoulos of Nvest Honored in Forbes

Portsmouth, NH – Nvest Financial, LLC, a provider of financial services with offices located in Portsmouth, NH, Kennebunk, ME and Lynn, MA, announced that its CEO, Nichole D. Raftopoulos has been named to Forbes’ Top Women Wealth Advisors and Forbes’ Best in State Wealth Advisors for 2023. Both lists are published on the following websites: Forbes Best-In- State Wealth Advisors 2023: https://bit.ly/Best-In-State2023 and Forbes Top Women Wealth Advisors 2023: https://bit.ly/WomenBest-In-State2023
In 1995, Nichole began her career in the financial services industry before establishing Nvest in 2003. As a Certified Financial Planner™ Practitioner, Accredited Investment Fiduciary® and Master Planner in Advanced StudiesSM Designee, Nichole works closely with Nvest’s clients regarding all aspects of the personal financial life by taking a sincere and holistic approach. This approach helps educate clients through all steps of the planning process thereby allowing a person to make informed decisions and helping achieve financial security. Nichole attributes her comprehensive and holistic style to her success.
“This honor is not only about me” states Nichole, “but rather it takes a team of professionals who are committed each and every day in working so diligently with all of our clients. I’m fortunate to have wonderful people as part of the Nvest team.”
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms).
2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2023 based on data gathered from 9/30/21 to 9/30/22. 22,106 advisors were considered, 1697 advisors were recognized. Go to Forbes.com for more information.
2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Go to Forbes.com for more information.
About Nvest Financial, LLC
Nvest Financial has been providing individuals and organizations with financial guidance since 2003. Located at Two International Drive, Suite 110, Portsmouth, NH, 207-985-8585, the firm prides itself on crafting unique strategies for each client. For more information please visit www.planwithnvest.com
Securities offered through Commonwealth Financial Network®, member FINRA/SIPC. Advisory services offered through Nvest Financial, LLC, a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency.
2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2023 based on data gathered from 9/30/21 to 9/30/22. 22,106 advisors were considered, 1697 advisors were recognized. Go to Forbes.com for more information.
1 This recognition and the due–diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.