Amanda Petersen's Contact Details

Amanda Petersen's Company Details

Nvest Financial Group

Kennebunk, ME, US • 10 - 19 Employees
Financial Services

Welcome to Nvest Financial, LLC.We understand and appreciate that there are many financial companies from which to choose. The plethora of options for investments, wealth transfer, and tax optimization can be very challenging and confusing.However, we believe that ultimately what distinguishes us from other available options includes our broad business experience, our knowledge, the service we provide our clients, and the manner in which we practice financial planning.We practice traditional financial planning where our process considers and analyzes your entire financial situation. Our job is to fully understand your complete financial picture, for only then can we adequately evolve into managing your assets.Our goal is to serve as a "family office"​ for our clients. Thus, our success is measured by the overall relationships that we establish with each of our clients while practicing the highest standards of compliance to the rules that govern our industry.Envision your future. Entrust us to be your financial partner. Together, Enrich your life.This communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, IL, MA, MD, ME, MI, NC, NH, NM, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Financial Planning offered through Nvest Financial Group, LLC, a Maine & New Hampshire-Licensed Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency.