We're pleased to announce a revolutionary new way to work with a financial planner: the nVestor LifeCycle® Planning Program! Many families know they need financial help, but either don't know where to go and who to trust, or just can't pay the usually extremely high prices many planners want to charge. If you're an "average"
Just a quick note for our clients and partners of our holiday hours and office events during the second quarter of 2019: Monday, April 2, the new nVest Academy website will launch with our new nVestor LifeCycle® Planning service. All eligible clients will receive an email in early April inviting you to begin your financial planning
The federal income tax filing deadline for most individuals is Monday, April 15, 2019. Residents of Maine and Massachusetts have until Wednesday, April 17, to file their 2018 tax return because April 15 is Patriots' Day and April 16 is Emancipation Day.
Just a quick entry today, to let our clients (and prospective clients) know about some additional services coming up in April:
From the standing desk of Jeremy Torgerson, nVest Advisors, LLC CEO: In the more than a decade that I've been an investment and financial advisor, I've had the misfortune of seeing a lot of unethical and even illegal activity up-close. It grieves me that our industry seems to, like many others, attract people to it