MODERN WEALTH MANAGEMENT FOR THE 21ST CENTURY
We’ve optimized our processes and services to best serve today’s investor. From the moment you join the Northeast Investment Group, we’ll learn your needs and help you strategize your goals so we can offer you an investment plan that is customized, transparent and actionable. Most importantly, we’ll provide you with the information and tools that are meant to put you in the best position to safeguard and help grow your wealth.
Whether you need Financial Planning and Investment Management or you’re just starting to save and simply want our guidance, we’re here for you.
HOW WE BUILD WEALTH
THE NORTHEAST INVESTMENT GROUP PROCESS
Meet you and hear your story
Get to know your reason for meeting
You do all the talking
Our first step to building a relationship
NEW CLIENT INTERVIEW
Gather financial data
Gather emotional and value driven data
Discuss and learn your “Why”
FINANCIAL PLAN & STRATEGY
COMMUNICATION & REVIEW
How often do you want to talk?
Build a communication schedule that works with your life.
SERVICE & EDUCATION
We continually strive to serve you better
and provide resources to help you build the future you want
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.