Sometimes the best service is not attained by providing an online platform only. Proof of this is NestWise, a financial planning firm that effectively combines an integrated online financial solution, with account services, with real life financial planners.
This is not a surprise since Esther Stearns, NestWise’s CEO, is an experienced executive in the financial services industry, and NestWise is a wholly owned subsidiary of LPL Financial, the nation’s largest independent broker-dealer.
In this interview Esther talks about her background, NestWise’s philosophy, and some of its features:
