Northeast Financial Group, INC.

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Financial Services - Retirement Planning - Northeast Financial Group Careers Client Login Select Page As an independent fiduciary partner, we embrace the responsibility of developing financial solutions tailored to your unique needs. I m a… Organization Individual Retirement Plan Sponsors Why we are different Finding the right financial services firm to guide your investments through market changes like the ones we are experiencing currently can be daunting. Many of our clients arrive at our firm after being forgotten by large institutional investment firms. Our difference is simply broken down into three areas: Client Service Open Architecture Alternate Income Funds & Investing New clients are often in search of clarity, feeling overwhelmed by a multitude of accounts. NEFG coordinates investments to define and create a unique strategy that works toward your financial goals. Learn more about NEFG Firm Facts $840 mm Assets Under Management 1987 Year Founded 100+ Employer Sponsored Plans 8000+ Households Serviced 25+ years Avg. Experience of Senior Leadership All information as of June 30, 2023 Financial Wellness Program We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning, and ongoing monitoring of your investment decisions. View Financial Wellness Program

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