The Face of Financial Planning
George Raftopoulos and Nichole D. Raftopoulos of NVEST
Whether you own a business or are looking at your personal finances, navigating through today’s financial world can be a daunting task. Inflation fears, market volatility and rising interest rates, to name a few, are factors that have a major impact on your business and your personal financial plans. The Nvest Group of Portsmouth, New Hampshire and Kennebunk, Maine is a conglomerate of financial companies helping individuals and business owners through the web of financial decisions. Nvest Financial is an independent registered investment advisor whose fiduciary financial planners bring the most advanced strategies to help individuals and families manage their portfolios and financial affairs. Nvest 401(k) manages retirement plans such as 401(k)s for business owners and their employees and provides much-needed education for people to maximize their employer’s retirement plan. ROI Cubed is a consulting firm working with business owners to develop and align their business plans with their long-term exit goals. We lead with integrity and compassion to empower you to take the proper steps toward your financial independence. We take a team approach and it is our commitment to provide you with an unparalleled client experience and exclusive personal attention.
Securities offered through Commonwealth Financial Network®, member FINRA/SIPC. Advisory services offered through Nvest Financial, LLC, a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Business consulting services offered through ROI Cubed are separate and unrelated to Commonwealth.
Two International Drive, Suite 110, Portsmouth
nvestfinancial.com
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Financial Planning offered through Nvest Financial Group, LLC, a ME, NH & MA-Licensed Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency.
