When it comes to managing your investments, our greatest aim is to be transparent, simple and customized to fit your goals. Education and transparency on your portfolio and the markets can only be achieved through mutual communication. You should never be afraid to ask a question about your investments so you stay clear about the growth of your investment plan at all times.
We don’t believe in a product driven approach for investing. Your risk tolerance, financial decision-making behavior and your goals are all part of what drives your personalized Investment Management strategy.
Our aim is to offer you a balanced platform of investment management options to better serve you and help you reach your short and long-term goals.
Investment Management Services
- 401(k) advice for individuals
- 401(k) advice for business
- Fee based portfolio management
- Income management
- Bond and fixed income investments
- Education events and seminars
- Investment performance analysis
- Single stock diversification
- Stock option planning
- IRA: Traditional, Roth and Rollover
Check the background of this firm on FINRA’s BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. Northeast Investment Group is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. Northeast Investment Group and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional, please contact Kestra IS Compliance Department at 737-443-2582.
Any 3rd party website links referenced are being provided strictly as a courtesy. Neither we nor Kestra Private Wealth Services, LLC are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.