NVEST FINANCIAL, LLC - Financial Advisor in New Hampshire, Portsmouth

Tel: 207-985-8585 Two International Drive Suite 110 Portsmouth, New Hampshire 03801

About NVEST FINANCIAL, LLC

NVEST FINANCIAL, LLC is a Portsmouth, New Hampshire based financial advisory firm with nearly $379,824,260 in assets under management and provides investment advisory services for 989 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

128868

Firm SEC#:

801-123374

Assets Under Management:

$379,824,260

No. of Clients:

989

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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