What departments does Nvest Financial, LLC have?

Nvest Financial, LLC has employees across 2 departments including Administrative, Banking.

What is the largest department at Nvest Financial, LLC?

The largest department at Nvest Financial, LLC is Administrative with 2 employees.

Where are Nvest Financial, LLC employees located globally?

Nvest Financial, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Nvest Financial, LLC's team size changed over time?

Nvest Financial, LLC's team has remained stable from approximately 16 to 16 employees based on available data.

Nvest Financial, LLC Employee Directory

Financial ServicesNew Hampshire, United States11-50 Employees

Nvest Financial, LLC operates in the financial services sector, offering comprehensive financial planning and advisory services. The firm emphasizes understanding a client’s full financial picture to manage assets effectively and positions itself as a family-office type partner focused on long-term relationships and compliance with industry rules. Its services are delivered through securities and advisory offerings managed by Commonwealth Financial Network, with additional advisory services provided directly by Nvest Financial, LLC and fixed insurance products through CES Insurance Agency. Based in Portsmouth, New Hampshire, the company also maintains locations in Kennebunk, Maine and Danvers, Massachusetts, and serves clients through a process-oriented approach to investments, wealth transfer, and tax optimization. The firm indicates its associated financial advisors operate with proper licensure, and it highlights a broad experience, knowledgeable service, and high standards of compliance as distinguishing factors.

Nvest Financial, LLC Global Highlights

North America
26

United States Of America
26

Nvest Financial, LLC's Leadership

M. H.
Office Manager And Registered Client Administrator
Mobile Phone
Email
K. C.
Financial Advisor
Mobile Phone
Email
S. D.
Office Administrator
Mobile Phone
Email

Nvest Financial, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Nvest Financial, LLC

Name

Title

Contact

Location

Last Update

M. H.
Office Manager And Registered Client Administrator
Mobile Phone
Email
Oct 17, 2024
K. C.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
S. D.
Office Administrator
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Nvest Financial, LLC known for?

Nvest Financial, LLC was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-207-985-****

. Explore Nvest Financial, LLC's company overview page for more information.

What is Nvest Financial, LLC's most common email format?

Nvest Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Nvest Financial, LLC email formats with LeadIQ.

How many employees does Nvest Financial, LLC have currently?

Nvest Financial, LLC has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Nvest Financial, LLC's key employees and leadership?

As of July 2026, Nvest Financial, LLC's key employees include:

Office Manager And Registered Client Administrator: M. H.
Financial Advisor: K. C.
Office Administrator: S. D.

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Nvest Financial, LLC Employee Directory

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