Building and preserving wealth requires a partner who possesses the experience, knowledge and expertise to navigate all types of economic and market conditions. To ensure your financial goals stay on course, comprehensive financial planning is the foundation for developing the basis for all our guidance.
Our 360° integration process involves incorporating your tax and legal professionals into our service model with the intention of surrounding you with a powerful cohort of your trusted advisors. We are unwavering in our commitment to you and can expect us to deliver guidance that seeks to maximize your resources to work toward your financial goals together.
Our 360° integration process involves incorporating your tax and legal professionals into our service model with the intention of surrounding you with a powerful cohort of your trusted advisors. We are unwavering in our commitment to you and can expect us to deliver guidance that seeks to maximize your resources to work toward your financial goals together.
Services
Founded in 2010, North River Financial has since been devoted to addressing your every financial need with an independent, consultative and integrated approach. We aim to bridge your financial, tax and legal picture, surrounding you with an interconnected team that works together towards a common goal: your financial well-being.
You've worked hard to earn and save. You want your money to reach its full potential and are looking for someone to spearhead the process. As your own CFO, we'll help you blend all components of your finances, so you can spend less time thinking about your money and more time focusing on what brings your life meaning.
Before starting NRF, LLC, Jon began his career as an Investment Analyst with Wainwright Investment Counsel, located in downtown Boston. He then dovetailed this analytical experience with his business development skills in subsequent roles as a Financial Consultant with AXA Advisors, Vice President at an independent Raymond James office and Director of Retirement Plan Services at Centinel Financial Group.
We endeavor to make a positive influence beyond our client relationships and are passionate about giving to those in need. Providing resources and time towards causes that improve the lives of others is a priority for our team. We believe that financial education should be accessible to all. Setting up our community members for future financial success and greater understanding is our mission.
Not-for-profit organizations make a powerful impact on our communities and society in general. Supporting these organizations has always been profoundly important to us personally and professionally, which is why we have been dedicated to providing financial guidance to not-for-profits for the past two decades.
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