Referral Sources

It is vital to have a “financial team” to help you make educated decisions regarding planning for your future and that of your family in today's complex world. Coordination of your taxes, investments, and estate plan is essential. Nestor Financial Network believes in working with your trusted advisors to ensure the success of your planning.

We have relationships with local tax practitioners, tax advisors, and CPA firms. We have long standing relationships with several law firms specializing in estate planning (from the simple will to a complex trust) and eldercare.

We do not have referral relationships involving fees or revenue sharing when referring clients. 

It takes years to build these relationships, and they are very valued. Nestor Financial conducts a rigorous and ongoing due diligence process with our referral relationships. We have also sought out firms that complement our financial planning processes.

We also understand that our clients are unique in their situations and personalities.

If you would like a specific referral, please e-mail us:

[email protected]

[email protected]