Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ Email & Phone Number

Nichole, CEO and founder of Nvest Financial Group, LLC, began her career in the financial services industry in 1995, having previously worked as an advisor with two large brokerage firms before founding Nvest in 2003.As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary® Designee, Certified Divorce Financial Analyst™ and a Master Planner in Advanced Studies℠, Nichole works closely with Nvest's clients regarding all aspects of their personal financial life by taking a sincere and holistic approach. This approach helps educate clients thru all steps of the planning process thereby allowing a person to make informed decisions.Planning is not only about investment returns and tax bills. It's about people, character and the impact we make during the short time we are here.Specialties: MPAS(sm), CFP(R), CDFA(tm), AIF(R)The Financial Advisor(s) associated with this profile may discuss and/or transact business only with residents in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Nvest Financial, LLC, a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency. Locations: Two International Dr., Suite 110, Portsmouth, NH 03801 | 69 York Street (Route 1), Suite 1, Kennebunk ME 04043 Please see our Terms of Use here: www.commonwealth.com/termsofuse.html.

Listed skills include Retirement Planning, Series 7, Small Business, Wealth Management, and 14 others.