-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
William Leffler (CRD# 2461942) is an Investment Advisor Representative working at Money Watch Advisors Inc. in Kennebunkport, ME and has over 24 years of experience in the finance industry.
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...
Rachael Bator (CRD# 5785132) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has 7 years of experience in the finance industry. Rachael Bator has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Verium Planning and Asset Management is a flat annual fee Fiduciary practice. I am John Kageleiry and I started Verium in 2016 to address peoples financial planning and investment guidance needs in a better and more cost effective way. In my 18+ years working in the financial services industry it became apparent most people didn't get good help with planning for their future. Of equal concern was that most people paid far too much for their investment help and were subject to significant conflicts of interest from their advisors. So I came up with a better way.
Verium focuses on powerful yet...
Eric Flaim (CRD# 4618103) is the Managing Director at Estate Planners of New England LLC, in Portsmouth, NH and has over 15 years of experience in the finance industry.
Amaretta Saviano (CRD# 4406814) is an Investment Advisor Representative working at Amaretta Financial, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.
Eugene Akerberg (CRD# 2072909) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 27 years of experience in the finance industry. Eugene Akerberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Anastasoff (CRD# 1341635) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Scarborough, ME and has over 27 years of experience in the finance industry.
John Beliveau (CRD# 2044870) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 22 years of experience in the finance industry. John Beliveau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.