As you may know, providing financial advice and education to average American families and small businesses is our passion, and it's something we spend a lot of time on here "behind the scenes". It's nice when that hard work is appreciated. This past week, nVest Advisors CEO Jeremy Torgerson became one of the featured financial
A quick note to let our clients know of our office hours during the coming two months. Market Holidays Investment markets, banks and government agencies are closed Monday, September 3 for Labor Day, and Monday, October 8 for Columbus Day. nVest Advisors will be closed in observance of those holidays, as well. Additional "No Appointment"
Clients at nVest Advisors know that we are all about making two very different things work together seamlessly: state-of-the-art technology and old-school customer service. That's why we do meetings in person, by phone, or virtually (by video) for clients, no matter where you are. It's also why we have evening and Saturday appointments available, to
Why do so many of us not use our vacation days? Salespeople talk about “leaving money on the table.” Well, employees leave vacation on the table. And the cost to us is significant. In fact, Americans leave 429 million vacation hours on this proverbial table, according to a report from Forbes. And USA Today reports
Attention clients: Effective June 14, 2018, we have terminated one of our local office telephone numbers in Texas. After 8 years, (956)233-7414 is no longer a valid phone number for nVest Advisors, LLC. Because of our growth into other parts of Texas, and into Colorado and other states, we added a toll-free number 5 years