NVEST FINANCIAL, LLC

PORTSMOUTH, New Hampshire·2 registered advisors·CRD# 128868

SEC# 801-1233743207-985-8585

01

Firm Overview

AUM

$380M

Regulatory assets under management

Employees

12

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at NVEST FINANCIAL, LLC

2 registered advisors

George Nmn Raftopoulos

PORTSMOUTH, New Hampshire

Nichole Demetria Raftopoulos

PORTSMOUTH, New Hampshire

05

Office Locations

PORTSMOUTH, New Hampshire

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Data sourced from SEC Form ADV filings. NVEST FINANCIAL, LLC (CRD# 128868) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.