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South Texas In-Person Appointments

South Texas visits are coming in June! Book your appointment now!

June 22nd, 2019|Tags: , , , , , , , , |

Client Reminder: In-Person Appointments in Texas June 22-26

A quick reminder to our clients in Texas that we will be in San Antonio, Corpus Christi, and the lower RGV for in-person client appointments from Saturday, June 22 through Wednesday, June 26.  We don't plan to be back in the RGV for in-person meetings until November or December, so if you want some face-time

More ways to stay connected

Just a quick entry today, to let our clients (and prospective clients) know about some additional services coming up in April:

New in 2019: Video Email

"When was the last time you heard from your financial advisor?" If you're a client of nVest Advisors, your answer to that should be, "Frequently!" With as often as daily market updates, weekly account performance emails, regular updates on Facebook, Twitter, LinkedIn, our own smartphone app, our podcast, our blog, monthly newsletters, and even periodic

What’s happening at nVest Advisors in January

Happy New Year! We wish a year of health, growth, and joy for all of our clients! Here’s what’s coming to nVest Advisors in the month of January: January Office Hours We’re open every day 8:00am to 5:00pm Mountain Time, Monday through Friday, except bank/market holidays. In January, markets and nVest Advisors will be closed: Tuesday, January 1 for New Year’s Day Monday, January 21, for Martin Luthur King, Jr. Day   READ MORE:

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