News and Events
Estate Planning Seminar at Gusto's
We were treated to a fabulous lunch and in-depth insight into estate Planning at Gusto Trattoria in Milford. Attorney Bryan Etter of Legacy Law Partners, North Haven, joined us to take us through the finer details of the complex and often delicate process of preparing our estates. One of the essential elements of financial planning is estate planning, and attendees had many great questions for Attorney Etter and Roberta.
Christina also outlined our new estate planning kits that have become her passion project over recent months. We aim to provide clients with the information and guidance they need to give themselves and their families peace of mind and security during the most challenging stages of life. Remember, we are here to help you leave the legacy you want, so talk to us about how you can ensure your affairs are in order.
Once again, our deepest thanks to Ellen and the team at Gusto's for another fantastic event, it's a great venue, and we love hosting clients there. We'd also like to thank Bryan and James from Legacy Law for the insightful presentation and great interaction with our clients. And, of course, to everyone that attended, asked questions, and participated in discussions - you're the reason we do this; thank you for making it so worthwhile!
A Decade of Excellence
2022 marks the tenth year Roberta has been recognized as a Five Star Wealth Manager Award Winner for Connecticut. This prestigious award is judged with a high degree of scrutiny and nominees must meet the rigorous eligibility criteria to be considered. Only 9% of eligible CT Wealth Advisors won the award for 2022.
To win this award once is no small feat. For Roberta to win on ten separate occasions is an incredibly rare achievement we are delighted to celebrate at Nestor Financial Network.
Congratulations to Roberta, an advisor who never rests on her laurels. The recognition you have received for your dedication to your clients is truly well deserved.
Social Security Seminar at Gusto's
Our recent Lunch-and-Learn at Gusto's in Milford featured an informative presentation by the vice president of Fidelity Investments, Kevin Furtardo. Guests enjoyed an Italian buffet lunch before the seminar addressing the current state of social security, advice on when to claim, tax implications, and much more. We received fabulous feedback from everyone (thank you!) that will help us inform our future events.
Thank you to Kevin and Nick from Fidelity for the thought-provoking, detailed seminar, and for fielding our client's questions and concerns. You certainly gave everyone some invaluable information and advice to help them with their social security.
Thank you to Ellen and the team at Gusto's for the wonderful service and food, our clients unanimously loved Gusto's as a venue for our seminar.
And of course, thank you to everyone who attended in person and online. We're so happy we can bring you these events and look forward to our next one (Estate planning - Don't miss it!).
TEAM Diaper Drive at Client Appreciation
From the bottom of our hearts, thank you. We are simply blown away by the generosity of our clients who donated to TEAMS' diaper drive at our Client Appreciation event.
Here is the official count from TEAM.
“Nestor Financial clients donated a total of 3, 553 diapers and 5, 832 wipes worth an estimated total of $1, 634; and made $600 in donations during the Dueling Pianos set. Nestor Financial has matched the $600 donation to make the cash donation total of $1,200.”
TEAM would like to express their sincere gratitude.
20th Anniversary of NFN Client Appreciation Events
What a night to remember!
Celebrating the 20th Anniversary of Nestor Financial Network's Client Appreciation Events with everyone at the wonderful Woodwinds was special to us in so many ways. It was a chance to celebrate you all, the people who inspire our passion for what we do and make our work so rewarding. We hope you enjoyed busting a move to NY NY Dueling Pianos, the delicious food and drinks, and the team's amazing service at Woodwinds as much as we did.
We can't thank everyone enough for their generous contributions to the TEAM diaper drive during the event.
Each and every day, working alongside our clients never fails to make us appreciate the kind, thoughtful, and selfless nature you all bring to Nestor Financial Network - and your boundless sense of fun and enthusiasm for life lights up every party!
Here's to you all and to the many Client Appreciation Events to come!
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
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.
Glassblowing Lessons at Kinship Glassworks
The talented artists at Kinship Glassworks in Milford gave a lucky group of us an exciting lesson on glassblowing. We were able to create beautiful decorations and keepsakes during a hands-on workshop that we could take home as a reminder of this fantastic experience. We love to see the creativity of our clients during these events and their willingness to learn and participate wholeheartedly to make them so special to Nestor Financial. Thank you to the team at Kinship Glassworks for their professionalism during our event and passion for sharing their dazzling artform with us.
Paint Night Masterpieces
It was so much fun to catch up with you all at our paint night. This is one of our favorite get-togethers where everyone can relax, enjoy a glass of wine, and create some beautiful seascapes. Thank you all for your enthusiastic participation and we look forward to seeing you at future events!
Virtual Wine Tasting with Wines'and'More!
What better excuse to enjoy a glass of chianti or two than to make it an educational experience?
Octavio, Wines'and'More's! wine director, gave us his professional insight into wine regions across Italy, tasting notes, and recommended pairings as we sampled a hand-selected trio of wines. Followed by a Q and A session, this event was a much-needed dose of social interaction after being separated for so long. We had so much fun seeing everyone gathered (although virtually) again. I love nothing more than catching up with you all socially - even without the wine!! We can't wait until we can do it again in person!
Special shout out to the team at Wines'and'More for all their efforts to help organize our informative and entertaining virtual get-together, tasting a selection of fabulous Italian wines.
Stay safe and well out there. xxx
Dinner by Consiglio's...Bellissimo!!
Though the pandemic has prevented us from meeting in person, it couldn't stop us from sharing a simply scrumptious meal together. Our virtual cooking class with Consiglio's incredible chef Daniel Brelsford was a smashing success. Who would have thought we could prepare a mouthwatering, restaurant-quality four-course Italian dinner from the comfort of our own homes? Feedback from everyone says that this event knocked it out of the park. We're so thrilled we were able to see everyone (though only on tiny squares on our computers), it reminds us of what is so special about what we do.
Thank you to Daniel and the kind folks at Consiglio's in New Haven for a night that brought us together - we won't soon forget it.
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.