Welcome to The NEST Agency!
At The NEST Agency, we make finances simple, personal, and powerful.
From accounting and tax planning to smart insurance solutions, our goal is to guide you through every step of your financial journey—with confidence, clarity, and peace of mind.
We exist to help individuals and businesses achieve lasting financial success. Through personalized education, honest guidance, and ongoing support, we empower you to build a strong financial foundation and create a future where your goals truly take flight.
reason why
Company’s Reason for Existence
Our team is driven by a set of core values that guide everything we do:
Passion
We're passionate about helping you reach your financial goals and dreams.
Collaboration
We believe in working together to find the best solutions for your needs
Accountability
We're passionate about helping you reach your financial goals and dreams.
Dedication
We're dedicated to helping you succeed, no matter what challenges arise
OUR STATISTICS
We are experience
Clients
Clients
Clients
Satisfaction
our History
Visionary Idea And Passion For Empowering Individuals and Businesses
Our founder, Nathali Ocampo, identified a crucial need in the financial services industry: the lack of comprehensive support and education for individuals and business owners navigating their financial journey.
With a background in loan financing and a deep commitment to serving others, Nathali recognized the importance of building a company centered around education, empowerment, and integrity. In 2019, The NEST Agency was established with a clear goal: to provide holistic financial services while educating and empowering our clients every step of the way.
At The NEST Agency, we're not just in the business of financial services
we're in the business of transforming lives.
Over the years, The NEST Agency has grown and evolved, expanding our offerings to include a comprehensive range of financial services, including accounting, tax planning, virtual CFO services, and insurance solutions. Despite our growth, our commitment to our mission and values remains unwavering.
As we look to the future, we are more determined than ever to make a positive impact in the lives of our clients and our community. With a vision of empowering 10,000 businesses to achieve profound financial success, we are dedicated to creating a legacy of prosperity, collaboration, and fulfillment for generations to come.
From the outset, our core values have guided our every decision and action
Education
We believe in the power of knowledge and strive to educate our clients about their financial options and opportunities.
Empowerment
We empower our clients to make informed decisions that align with their goals and values, fostering confidence and independence.
Integrity
Honesty, transparency, and ethical conduct are the cornerstones of our business, earning us the trust and respect of our clients and partners.
Our Team Of Professional
Nathali Ocampo
CEO Founder
Carolina Macias
Alex Arce
Sophia Ocampo
Marely Machado
Kathy Chirino
Yulissa De Lucas
Shelsy Hurtado
Riccy Garcia
Yennifer Santa
Andrea Paladines
Daniela Ruiz
Best financial agency in connecticut
Join us on your financial journey and let's build a brighter future together!
Whether you’re a small business owner looking for tax planning assistance, an individual in need of insurance coverage, or anyone seeking expert financial guidance, The NEST Agency is here for you.
