Staying Connected to You

We enjoy gathering together with our clients as often as possible. We host several client appreciation events, educational seminars, lunch-and-learn sessions, and fun social gatherings with our clients.

Get excited—new events and dates are coming soon!
Check back here for updates.


Estate Planning Seminar

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Our recent lunch and learn at Gustos covered the essentials of estate planning. Attorney Bryan Etter of Legacy Law Partners and Roberta gave an informative and insightful presentation before they fielded attendees' questions. We also handed out our new estate planning kits. Thank you to Legacy Law Partner and Gusto Trattoria Italian Restaurant. We look forward to seeing you at our next lunch and learn.

Social Security Seminar

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Vice President of Fidelity Investments, Kevin Furtado, presented on social security at this lunch and learn. The thought-provoking session helped to clarify the complex nature of social security and played out various scenarios and their implications for the future. Thank you to Fidelity and Gusto Trattoria Italian restaurant. Look out for our Estate Planning Seminar coming soon.


Small Business Owners’ Night

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We were excited to host an evening all about retirement at SBC Restaurant and Beer Bar last night. Roberta gave an insightful talk on the importance of investing for your retirement and the decisions you need to make to make sure you live your retirement to the fullest. We were also incredibly fortunate to receive a market update from Invesco's Vice President and Senior Advisor Consultant, Bob Caruso, encompassing recent economic events and his thoughts on recovery and investment opportunities. Thank you to Tara and her team at SBC for the delicious food and drinks and for helping to run such a successful event at their fantastic venue. And, of course, thank you to our wonderful clients, their friends, and family members who attended. See you at the next event!!

Kinship Glassworks Social Gathering

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Our latest get-together at Kinship Glassworks in Milford was so much fun. Thank you to all who attended this unique, creative event with us and to the team at Kinship. Keep an eye out for the next event in our social calendar.


Client Appreciation 2022

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Thank you to all who attended our Client Appreciation for 2022. This marked the 20th Anniversary of Client Appreciation Events, a wonderful occasion to celebrate you all and everything you bring to Nestor Financial. Thank you to WoodWinds, NY NY Duelling Pianos, TEAM inc., Alexa Rose Treats, and King Vincent Photography for helping to make this night special. We can't wait for 2023!!