OPERATION LOVE from HOME.
Please help us in donating nonperishable items to help Gather and The Cross Roads House with their own food drive this year!
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 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.
Nvest DRIVE Event8
A special thank you to the Kennebunk- Kennebunkport-Arundel Chamber of Commerce for hosting a special Drive event.
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.
Nvest Celebrating 20 Years
As we reflect on all the years, we want to thank everyone who has and continues to support us through it all.
2023 Forbes Best in State1
Nichole D. Raftopoulos of Nvest Financial, LLC Honored in Forbes Best-In-State Wealth Advisors Forbes Top Women Wealth Advisors.
NH Veteran-Friendly Business with a Bronze-Honor Level
Nvest Financial Group is proud to announce that we have been recognized as a NH Veteran-Friendly Business with a Bronze-Honor Level status!
The Cross Roads House Initiative
As we wrap up the holidays and with the new year only a few days away, we find this time of year is the best time to give back.
Commonwealth Special Services Award2
Advisor Nichole Raftopoulos Wins Commonwealth's 2021 Special Service Award.
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.
