As an independent fiduciary partner, we embrace the responsibility of developing financial solutions tailored to your unique needs. 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.
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. 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.
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. 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.
Services
Founded in 1987, Northeast Financial Group, Inc. (NEFG) is an independent Registered Investment Advisory firm. NEFG maintains a commitment to providing comprehensive fiduciary and investment services for our clients. While it's common to fall into a random, point-solution driven approach to managing wealth, the true key lies in an integrated vision of your overall asset management.
NEFG creates customized retirement plans that helps you do what's best for your business and your employees. Although sponsoring a qualified retirement plan is often done with the best of intentions, there are certain responsibilities of which every employer needs to be aware, and to actively manage when doing so.
At NEFG, our mission is clear - to provide our clients with proper financial advice and guidance by employing the highest standards of care. At NEFG, our focus is to provide guidance on fiduciary "best practices" to plan sponsors. The following steps are the framework of the services we offer to plan sponsors to assist them in fulfilling their fiduciary responsibility to plan participants.
NEFG's Financial Wellness program encourages the ongoing engagement between advisor and participants throughout their working career, the transition to retirement and through retirement. NEFG's mission is about being with our clients throughout the journey; by helping with what matters now, and adapting to life's changes.
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