6510-A South Academy Blvd #221 | Colorado Springs, Colorado 80906 | 888.852.0702|info@nvestadvisors.com


Home/Tag: announcement

Transitioning to TD Ameritrade

Since our inception in 2015, we've used a variety of custodians for client account management needs, but part of our ongoing commitment to our clients is to periodically review the custodians we use, and make changes if we feel we find a better fit for our clients' needs. We were very pleased to announce the addition

Office Hours – Summer, 2018

We're always glad to see our clients get some much-needed time off, to spend with friends and family at the beach, in the mountains, or wherever your wandering will take you this summer!   At nVest Advisors, we take a little time off, too. Here's the list of changes to our office hours for the

Update for clients with accounts at Aspire – you’re 1 in a million!

A quick note to our clients with 401k, 403b, 457, or various IRA accounts at Aspire Retirement Services: First, we will be rebalancing your accounts at Aspire on Friday, December 15, 2017. Rebalancing means we shift your investment asset allocation back to their original intended percentages. We rebalance our client accounts at least once per

2020-01-11T01:59:05-07:00December 14th, 2017|Categories: Client Service, Company News, Mailchimp, Media|Tags: , , , , , , , , , |
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