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Nvest News

We relish every opportunity to enrich lives, ensure legacies and advance our industry. We celebrate and laude this as a team and with our colleagues. Find out what we’ve been up to and see what others are saying about us.

Nvest’s Annual ShredFest 2024

Nvest's Shredfest will be held in Portsmouth, NH on June 1st this year and we hope you can join us!
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Market Commentary:  Artificial Intelligence

Nvest Presents Market Commentary on AI - How Artificial Intelligence is Pioneering the New Digital Gold Rush.

Nichole Raftopoulos of Nvest Financial, LLC Honored in Forbes Top Women Wealth Advisors #1 in New Hampshire

Portsmouth, NH (2024) Nvest Financial, LLC, a provider of financial services with offices located in Portsmouth, NH, Kennebunk, ME and Danvers, MA, announced that Nichole Raftopoulos has been named #1

Advisor Dinon Hughes Quoted in Investment News

Nvest in the News: Advisor Dinon Hughes quoted in Investment News: "We have the opportunity to create the greatest impact on outcomes with millennial and Gen Z clients..."

Forbes Conference

We were honored to have been invited to the Forbes “On-The-Road” event for Top Wealth Advisors.
operation love from home

OPERATION LOVE from HOME.

Thank you to everyone who donated for Pease n' Carrots 2023!
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Nvest Market Commentary:  End of Third Quarter

The Nvest Financial Investment Committee is pleased to present you with our end of third quarter 2023 Market Commentary.
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Nvest DRIVE Event8

A special thank you to the Kennebunk- Kennebunkport-Arundel Chamber of Commerce for hosting a special Drive event.
NHBR Award - Meagan

New Hampshire Business Excellence Award 2023 – Selected for “Best” Small Business, Financial Services

The Nvest Group has been awarded the 2023 Business Excellence Award in Financial Services, Small Business, from the NH Business Review.

1 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. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2 The 2022 Special Service Award, presented by Commonwealth, recognizes an advisor’s dedication to the community.

3 2021 Forbes Top Women Wealth Advisors, created by SHOOK Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

4 2021 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2021 based on data gathered from June 2019 to June 2020. 32,725 Advisors were considered, approximately 5000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

5 2020 New Hampshire Business Review Business Excellence Award, created by the NH Business Review. This award recognizes the imagination, industriousness, innovations and achievements of business owners and operators in New Hampshire. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account. Click here for more information.

6 2020 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in Feb 2020 based on data gathered from June 2018 to June 2019. 32,000 Advisors were considered, approximately 4000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

7 2023 New Hampshire Business Review Business Excellence Award, created by the NH Business Review. This award recognizes the imagination, industriousness, innovations and achievements of business owners and operators in New Hampshire. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account. For more information, go to https://www.nhbr.com/events-awards/business-excellence-awards/

8 2023 Drive Certification Winner (Best Financial Services – 2nd Place), created by the Chamber of Commerce of Kennebunk-Kennebunkport-Arundel. Published on September 2023. Data based on voting period during the month of June 2023. Award Drive Certificate winners are determined by community members. Voters were able to vote more than once. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor.

2024 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in Feb 2024 based on data gathered from Sept 2022 to Sept 2023. 10,805 advisors were considered, 1,991 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://bit.ly/ForbesTopWomenWealthAdvisors2024

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