Nvest Wealth Strategies, Inc.
9757 Fairway Drive, Powell, OH 43065
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Nvest Wealth Strategies, Inc. is a finance institution located at 9757 Fairway Drive in Powell, Ohio, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and wealth management services. With a focus on providing expert guidance and exceptional customer service, we strive to build long-lasting relationships with our clients and help them secure their financial future. Contact us today to learn more about how we can help you plan for a successful financial future.
Reviews
"Erin & I were clients with Nvest for 12 years. Very caring and thoughtful team, focused on delivering financial peace of mind. I joined Steve Henderly in 2022 to bring new value to clients with both investment management and financial planning. We strive to know each and every client personally and to provide as much value as possible."
"We have been extremely pleased with the entire team at Nvest Wealth Strategies after finally deciding to go with their services. The areas that we have really enjoyed have been their attention to detail, explanation of our customized strategy, and taking the time to field questions as they arise. We were referred to them years ago and wish we would have heeded the advice sooner!"
"As clients for over 10 years, my husband and I have come to appreciate the expertise of Bill and Steve from Nvest. They provide quarterly reports regarding our personal investments along with monthly commentary on the current financial climate. We have come to trust their guidance and counsel which gives us confidence as we make important investment decisions."
"When setting up my account and during reviews of the progress of my investments, I have found NVest Wealth to be very thorough, professional, and pleasant in explaining the markets, status of my investment growth, and advised wealth management adjustments."
"Nvest Wealth Strategies is a fee-only registered investment advisory firm serving individuals, small business owners, and charitable organizations with the straightforward objective to deliver financial peace of mind to every client. The firm serves its clients with a fiduciary standard: that means providing investment management and planning services in the best interest of clients."
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