Nichole Raftopoulos of Nvest Financial Group, LLC Honored in Forbes’ Best-in-State Wealth Advisors List
Kennebunk, Maine (February 17, 2020)—Nvest Financial Group, LLC holistic financial planning boutique in Kennebunk, Maine, today announces that its President, Nichole D. Raftopoulos, CFP®, CDFA™, AIF®, MPAS℠, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list was published on http://bit.ly/Forbesbestinstate20, and a condensed listing will be available in the February issue of the magazine.
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.
Wayne Bloom, CEO of Commonwealth Financial Network®, Nvest Financial Group’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Nichole Raftopoulos on this well-earned recognition by Forbes. It is wonderful to see a client-centric, independent advisor who is devoted to providing expert financial planning represented on this list. We appreciate the value Nichole brings to our industry and our community, and we remain committed to providing the infrastructure and support Nvest Financial Group’s thriving practice demands.”
“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 2020 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and 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). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available http://bit.ly/Forbesbestinstate20.
About Nvest Financial Group, LLC
Nvest Financial Group has been providing individuals and organizations with financial guidance since 2003. Located at 69 York Street, Suite 1, Kennebunk, Maine, 207.985.8585, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.nvestfinancial.com.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Financial Planning offered through Nvest Financial Group, LLC, a Maine & New Hampshire‐Licensed Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency.
1This 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.
2Portfolio 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.
