At Nvest, It's About You
Helping you and your family build financial confidence, one relationship at a time.
Securities offered thru Commonwealth Financial Network; Member FINRA/SIPC. Investment Advisory Services maybe offered thru Commonwealth Financial Network, a Registered Investment Adviser and/or Nvest Financial Group, a Maine and New Hampshire licensed Investment Adviser. Advisory Services, Fixed Insurance Products and Services offered by Nvest Financial Group, LLC are separate and unrelated to Commonwealth. The 2018 ranking of Forbes' Best-in-State Wealth Advisors list (developed by SHOOK Research) and the Forbes’ Top Women Advisors are based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively on best practices using an opinion-based weighting system that prioritizes best practices, and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 2,723 advisors were considered, and 200 (7.3 percent of candidates) were recognized for the Top Women Advisors list. Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized for the Best-in-State Wealth Advisors list. These recognitions and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Best-in-State winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available http://bit.ly/forbesmethodologyinfo. Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 739 New Hampshire wealth managers were considered for the award; 104 (14 percent of candidates) were named 2017 Five Star Professionals. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
We're a team of seasoned, independent financial professionals with an array of backgrounds and educations, working together to deliver real results and real solutions no matter what your situation may be.
Our holistic financial planning approach helps to ensure that our services and our advisors address all aspects of your financial needs so that you are prepared and educated no matter what the future may bring.