Nvest Financial, LLC

Nvest Financial, LLC (CRD# 128868) is a financial advisory firm headquartered in Portsmouth, NH. They manage $379,824,260 in 989 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
Two International Drive, Suite 110, Portsmouth, NH 03801
https://www.facebook.com/nvestfinancialgroup/
By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    989
    ACCOUNTS
  • Average Account Value
    $384,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY, SC, TX

Financial Advisors at Nvest Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daphne Lafazan, financial advisor Portsmouth NH
Daphne L. Lafazan
CRD#: 2580293
Two International Drive, Suite 110, Portsmouth, NH 03801

Daphne Lafazan (CRD# 2580293) is an Investment Advisor Representative working at Nvest Financial, LLC in Portsmouth, NH and has over 6 years of experience in the finance industry.

2
Nichole Raftopoulos, financial advisor Portsmouth NH
Nichole D. Raftopoulos
CRD#: 2685964
Two International Drive, Suite 110, Portsmouth, NH 03801

Nvest Financial Group is an independent boutique firm working with people just like you: individuals, families and businesses who demand the highest quality of service and attention to detail in their financial matters.  We don't take earning your business lightly. 

It is our commitment to provide you with unparalleled service and exclusive personal attention. 

 

Our team of professionals will simplify the complexities of the financial world to meet your personal needs and goals.  We consider each situation a unique relationship and not just a portfolio balance.

 

Everyone at Nvest is committed to adhering to the highest standards of ethics and education in our industry so that we may provide you and your family up-to-date, expert and caring advice.

3
Justin Happ, financial advisor Portsmouth NH
Justin M. Happ
CRD#: 3127288
Two International Drive, Suite 110, Portsmouth, NH 03801

Justin Happ (CRD# 3127288) is an Investment Advisor Representative working at Nvest Financial, LLC in Portsmouth, NH and has over 25 years of experience in the finance industry.

4
Dinon Hughes, financial advisor Portsmouth NH
Dinon Hughes
CRD#: 7390375
Two International Drive, Suite 110, Portsmouth, NH 03801

Dinon Hughes (CRD# 7390375) is an Investment Advisor Representative working at Nvest Financial, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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