The NEST Agency

The NEST Agency, located at 163 Main Street in Westport, Connecticut, is a comprehensive accounting, finance, and insurance agency. Our dedicated financial team offers a wide range of solutions to meet the needs and lifestyles of individuals and businesses.

At The NEST Agency, our clients' bottom line is our top priority. We maintain open communication with those we serve and are committed to addressing their immediate needs and desires. Our team works tirelessly to provide the necessary services and support that each client requires.

Hiring a full-time CFO can be costly, but our Virtual CFO services offer experienced strategic support at an affordable fixed cost. We guide our clients on their financial paths and advocate on their behalf, such as when dealing with the IRS or providing insurance services. We ensure that everyone is well-informed to avoid confusion and ensure client satisfaction.

We strive to deliver the best outcomes for our clients, whether it's finding the best insurance bundle or accurately filing taxes. Our passion shines through as we assist each client in achieving their financial goals from beginning to end. Honesty and transparency are core values at The NEST Agency, allowing us to provide exceptional service.

Clients rave about The NEST Agency, with one testimonial stating that the team is efficient, proactive, and always looking out for their best interests. Another client praises the quick response and personalized service received from Nathali and Kim. The professionalism and expertise of the team have earned high praise, with clients feeling confident and well taken care of.

If you are looking for top-notch accounting, finance, and insurance services with a personal touch, The NEST Agency is the place for you.