Portsmouth, NH – Nvest Financial, LLC is proud to announce that Nichole Raftopoulos, CEO and Founder of Nvest Financial, has been named part of 2024’s 1,000 Advisors to Watch List and #94 of 250 Advisors to Watch – Under $1B category. The full list can be found at: https://www.advisorhub.com/advisors-to-watch-under-1b-2-2024/.
Nvest Financial, LLC is based in Portsmouth, NH with locations in Kennebunk, ME and Danvers, MA. Nichole began her career in the financial services industry in 1995, founding Nvest in 2003. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary® and Master Planner in Advanced StudiesSM Designee, Nichole works closely with each of the firm’s clients in all aspects of their personal financial life, taking a sincere and holistic approach in their total well-being. This approach helps educate clients through all steps of the planning process, thereby allowing a person to make informed and empowered decisions in their desire to achieve financial security.
About Nvest Financial, LLC:
Nvest Financial prides itself on crafting customized financial planning and personalized active money management strategies for each client. Nvest’s mission is “to help build financial confidence, one relationship at a time.” For more information, 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 are separate from and not offered through Commonwealth Financial Network.
2024 AdvisorHub Advisors to Watch, created by AdvisorHub. Presented in 06/20/24, based on data as of 12/31/22 – 12/31/23. 1,987 advisors were considered and 1,000 advisors were recognized. Advisors were ranked and then sorted into their respective categories. Advisors do not pay a fee to be considered. Not indicative of advisor’s future performance or the quality of investment advice. Your experience may vary. For more award information: https://www.advisorhub.com/resources/rankings/).
