Accounts carried by: National Financial Services, LLC Member: NYSE. She also provides administrative services to the senior staff as well as compliance and technology support for the group. Our success is aligned with the success of our client’s portfolios. NEFG coordinates investments to define and create a unique strategy that works toward your financial goals. Financial Planning Consultants Financial Services Investment Securities (54) As part of her client service, Rina is bilingual and provides translation when needed for our Spanish speaking clients.

We do all the hard … No matter what your driving habits, no matter the number and age of household drivers, there's an auto insurance policy that fits your needs.

To us, you’re not just a client.

The strength of a worldwide wealth manager. The company was founded in 1994 by Edward W. Rando, who has over 30 years experience in the insurance and financial services profession. Our agents understand that a plan does not end when it is created, but is an evolving and constantly-moving target – Therefore, our agents complete an annual review on client policies to identify client’s life-changes and potential financial savings; to identify the best coverage options and potential savings opportunities. Northeast Financial Group named to 2019 Financial Times 300 Top Registered Investment Advisors.

We provide comprehensive fiduciary and investment services. Peter’s primary focus at NEFG is to implement and oversee the Financial Wellness Program for our group retirement plan clients. Wyomissing. Box 531 Tannersville, PA 18372, 3500 Winchester Road, Suite 130 Allentown, PA 18104, 999 Berkshire Boulevard, Suite 160 Wyomissing, PA 19610, Disclosure: Investment Advisory Services offered through Northeast Financial Group, Inc., which is independently owned and operated.

Consulting with more than 70 corporate, non-profit and public institutions, we help plan participants get the education and guidance they need to face retirement realities of today.

He specializes in creating life planning solutions for individual clients at or near retirement. Too often, we see the best-laid plans of individuals fall short of their potential due to an unstructured approach to managing their financial lives. Businesses in Related Categories to Commercial Real Estate. His experience includes 14 years at McConkey Benefits & Financial Services, LLC in addition to 5 years with NEFG. We offer a relaxed atmosphere where employees are encouraged to express their opinions as well as to understand and respect the opinions of others. Northeast Financial Group, LLC is a family owned, independent insurance and financial services company. We deploy our own funds and resources into the same opportunities we present to qualified investors. You’re a part of our family. Jeff is a founding partner of the Northeast Investment Group. Northeast Financial Group named to 2019 Financial Times 300 Top Registered Investment Advisors. Denise’s primary role at NEFG is to support our Financial Advisors by providing organizational, administrative, and marketing support thereby enabling our Advisors to increase their effectiveness and consultative efforts for clients. Select Steve has spent the majority of his financial services career providing investment and insurance related solutions to the management teams of closely held companies. Our team understands the value of time. Peter joined Northeast Financial Group, Inc., in June 2018, as an Investment Advisor Representative. A group of experienced advisors focused on helping you achieve financial well-being at any stage of life. Working closely with wealthy families, our team offers all of the personal attention of an intimate practice with the strength, security and expertise of UBS, one of the largest wealth managers in the world. Until this website is authorized, no mortgage loan applications for properties located in New York will be accepted through this site. By building solid, trustworthy relationships with clients, our insurance and financial services business has thrived in Eastern Connecticut and bordering states. Securities offered through Leigh Baldwin & Co., LLC Member, Check the background of this firm and your advisor on FINRA’s BrokerCheck | SIPC At the Northeast Financial Group, we are counted on by a wide array of Corporate Retirement Plan Sponsors and their trusted advisors. Northeast Financial Group, LLC. Ron’s focus is on retirement income solutions, elder care planning, risk management and Social Security Strategies. Financial Advocates Advisory Services and Northwest Financial Group, LLC are separate entities from LPL Financial.

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