News and Events
After 25 Years with Nestor Financial, Lisa is set for Retirement!
It is with a mix of sadness and excitement that my dedicated assistant at Nestor Financial, Lisa Mastropietro, has announced her decision to retire this year. Lisa has been with me from the beginning and we have shared the highs and lows of building the successful business Nestor Financial has become. It simply would not have been possible without Lisa by my side.
It is impossible to state all the outstanding qualities that Lisa brought to our office. Our clients and partners knew to expect nothing short of the highest standards of professionalism and service, with that personal touch that made Lisa such an invaluable member of our team. Lisa is someone many of us are lucky enough to consider a freind, not just the voice at the other end of the line, offering advice, wisdom, humor, and assurance to everyone in the Nestor Financial family.
Although we are all going to miss her terribly, and life at our office will never be the same, it is incredibly exciting for Lisa to be able to spend more time with her beautiful, and growing family. We know what a loving person Lisa is, so all of those grandkids are exceptionally lucky to have such a wonderful Grandma to spend lots of time with! Lisa also plans to indulge in her interests including gardening and traveling with her new found freedom.
We are eternally grateful for the 25 years that Lisa spent at Nestor Financial and the legacy she has left. For all your tireless work, friendship, love, and especially all of the laughs....Thank you. We love you and will miss you! Good luck.
Roberta Recipient of 2021 Five Star Wealth Manager Award
We are absolutely thrilled to announce that Roberta has received the Five Star Wealth Manager Award for 2021, presented by Five Star Professionals.
Roberta is a nine-year recipient of this prestigious award for only the top 9% of financial planners in the state of Connecticut.
Roberta met stringent criteria for the award including:
- Striving to make a difference in the lives of her clients
- Having the integrity to do what is right all of the time
- Providing excellence in the execution of financial plans
- Designing investment platforms based on values and conviction
She remains committed to maintaining her high standards of service to our clients and looks forward to seeing you all in the near future.
3,191 Connecticut-area wealth managers were considered for the award; 272 (9% of candidates) were named 2021 Five Star Wealth Managers. 2020: 3,048 considered, 285 winners; 2019: 3,147 considered, 289 winners; 2018: 3,178 considered, 293 winners; 2017: 2,218 considered, 283 winners; 2016: 1,985 considered, 417 winners; 2015: 2,398 considered, 468 winners; 2014: 3,926 considered, 515 winners; 2013: 2,263 considered, 531 winners; 2012: 2,204 considered, 503 winners.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations.3,191 Connecticut-area wealth managers were considered for the award; 272 (9% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com
Nestor Financial Network Community Service Award 2020
Our clients go above and beyond when it comes to community service. Beginning in 2018, we have honored an exemplary client for their efforts, not only with our Give Back programs, but with several others in their communities. In the past, we were able to have a more formal presentation at our annual Client Appreciation event. This year, we wanted to make a big announcement.
Joan Jacobs has been a client at Nestor Financial for over 20 years. She retired in 2006 and since then, she has dedicated much of her retirement to helping others in the community.
In addition to her active volunteer work at the United Church of Christ Congregational in Milford, Joan has been a huge supporter of the Nestor Financial Give Back programs. She has baked endless cakes for the children at the Boys & Girls Club of Milford. Regularly, she donates to our troops through Project From the Heart. In addition, she enlisted the efforts of many to making dozens of hats for Chemo Caps for Kids.
It is with great pleasure and honor to award Joan the 2020 Nestor Financial Community Service Award.
Thank you, Joan, for all that you do.
Five Star Wealth Manager 2019
For the seventh consecutive year, Roberta L. Nestor has been recognized as a Five Star Wealth Manager. She appeared in Forbes magazine in a special section in their December 2019 issue.
The Five Star Wealth Manager award is based on objective research criteria. Each award winner has shown a commitment to clients, strong industry credentials and has been evaluated on the quality of his or her practice. Roberta L. Nestor has met these criteria and has been honored with the 2019 Five Star Wealth Manager award. Please see her bio on the Meet Our Staff page for the full disclosure.
United Way of Milford Recognizes Nestor Financial & Clients
Milford, CT (April 26, 2017)
On April 26th, the United Way of Milford held its annual “Community Builders” Recognition Dinner. Nestor Financial was honored by the United Way of Milford and we are the very proud recipient of the “Spirit of Milford” Award.
We also received an Official Citation from the State of Connecticut General Assembly:
“We applaud your outstanding contribution to the betterment of our community and the countless hours you have dedicated to the city of Milford. You have demonstrated exemplary citizenship and you serve as a role model to others. Congratulations on this tremendous accomplishment.”
I want to personally thank all of our clients and their combined efforts to support our unique Birthday Wishes program (Boys & Girls Club of Milford), Chemo Caps for Kids, and the continuous donations for our troops overseas with the “Project from the Heart” efforts.
All of these projects were recognized by the United Way. From all of us at Nestor Financial, thank you for your support.