Nestor Financial Network | Financial Planning
Build Your Lasting Legacy
Reach new financial horizons.
No matter your life stage, you can rely on Nestor Financial Network to provide seasoned and sound wealth planning. We recognize that individuals have different financial goals if they are married, single, or have a life partner. That’s why we take a client-centered approach to assess your circumstances and tailor a financial plan that is personalized to your needs.
We Invest In Your Future
Making a difference for our clients.
Our mission is to help meet your evolving financial goals by delivering a curated investment platform that is based on strong values. We want to make a difference in the lives of our clients. Our integrity compels us to offer honest and respectful conversations that result in clear, fact-based decisions and accountability.
Support Through All Your Turning Points
We help our clients navigate all of life's transitions. You’ll get guidance on buying and selling homes, relocating, turning savings into sustainable income, addressing long-term care needs, dealing with the loss of a loved one, and gaining the confidence to remain focused on your goals during periods of market fluctuations.
Starting Out
We meet you where you are and offer personalized strategies to address your needs.
Building Your Future
We help you plan for life’s financial transitions, inspiring confidence for your future.
Preparing for Retirement
Put a plan in place that will help you pursue the retirement you envision.
Living Your Retirement
Live out your lifelong dreams and enjoy the retirement lifestyle you deserve.
Caring for Each Other
A passion for helping to strengthen communities.
We’re committed to serving our clients and our community. Our team supports the causes that play a role in building healthy communities by providing critical services that contribute to economic stability. Learn more about our giving back efforts.
A Nationally Recognized
Wealth Manager
Roberta Nestor has once again earned the Five Star Wealth Manager award in 2023.
2012-2019, 2021-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented 11/1/23 by Five Star Professional based on data gathered within 12 months preceding the issue date. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were recognized. Advisors pay a fee to hold out marketing material. Not indicative of Advisor's future performance. Your experience may vary. . Click here for more information.
