Nvest Financial LLC
Two International Drive, Portsmouth, New Hampshire, United States
About the Nvest Financial LLC
Nvest Financial LLC, located at Two International Drive in Portsmouth, New Hampshire, is a finance institution dedicated to helping you and your family build financial confidence. With CEFEX-certified investment advisors working in your best interest, The Nvest Group offers decades of practical planning experience to provide the highest level of service and financial planning you deserve. Our client-centered approach and defined operational procedures support your investment needs for lasting financial benefit. As true money managers, we offer insights earned from experience, institutional knowledge, and accessible approaches to your complex financial needs. Securities are offered through Commonwealth Financial Network®, with advisory services offered through Nvest Financial, LLC, a Registered Investment Advisor. Fixed insurance products and services are separate and not offered through Commonwealth Financial Network. Our Financial Advisors may only discuss business with properly registered residents, and information on this site is for informational purposes only. The link to ROI Cubed directs you to a distinct and separate entity under The Nvest Group of companies.
Photos of Nvest Financial LLC
Two International Dr # 110, Portsmouth, NH 03801, United States
Opening hours of Nvest Financial LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Nvest Financial LLC
"I’ve dealt with many conglomerate investment firms in the past and had always felt as though I should be thankful not just because they answered the phone, but that I were able to “squeezed me into their schedule”. Not so with NVest!! Whenever I call the office, I’m greeted with the same warm, friendly, ‘how can I assist you?’ smile, as if I had walked through their office doors. Nicole and her staff are top notch professionals. They asked about, and listened to what MY personal needs, desires and goals were, and then customized a portfolio to assist me in reaching them. How refreshing to be partnered with NVest who is INVESTED in MY best interest."
"It is an awesome women owned financial business. They are very professional and respectful to everyone. Nicole is a very positive and up beat person and alway has your best interest in mind."
"I have worked with Nichole and her team for decades. They provide amazing service, top notch financial advice and their investment management has enabled me to reach all of my financial goals. Highly recommend!"
"I've known Nichole for over 14 years and she is the most professional and knowledgeable financial advisor I've ever met. She truly cares about her clients and what's best for them and all of their personal goals. Her team is responsive and extremely helpful. I never have to worry about any financial situations with Nichole at the helm. She's the best!"
"Nicole threatened to turn my account over as abandoned property. I don't take threatening to take my retirement money away from me lightly. After I called to call them out about it, Nicole dropped me as a customer. I'm sure American funds would love to know what kind of advisor they're doing business with. Edit: 11/24/20. The funny thing is here, Nicole, is American funds had no issues mailing me my quarterly statements. The only letter I received threatening to report my account is abandoned property was from Nvest. I suppose seizing account holders money and locking it up as abandoned is part of your "fiduciary responsibility" Edit: 12/26/20. Nicole has left me a similar voicemail to the text she left below with 1 omitted detail. She didn't want to duke this out on Google. But yet, you did anyways? Now you want to contact American Funds to have them explain this to me? You have dropped me as a customer and should no longer be accessing my financial information. Thankfully, you have no control of my retirement anymore. And it sounds like American Funds should no longer have access either."
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