Northeast Financial Group, Inc., a local investment advisory firm based out of Tannersville, PA, is dedicated to providing comprehensive financial services to individuals and businesses alike. With a team of seven highly skilled professionals, they specialize in offering expert investment advisory services to a diverse clientele. Each investment advisor at Northeast Financial Group, Inc. manages an average of $44,210,000 in assets under management, ensuring personalized attention and customized solutions.
Their compensation structure is designed to align their interests with their clients', encompassing various methods such as a percentage of assets under management and fixed fees. With over 620 individual clients, Northeast Financial Group, Inc. currently oversees an impressive $775,066,000 in assets under management. While their focus lies primarily on discretionary management, they possess the necessary expertise to effectively handle employer funds, although 401K and individual accounts constitute less than 30% of their assets under management.
In addition to their investment advisory services, Northeast Financial Group, Inc. also serves as an insurance broker or agent, ensuring comprehensive coverage for their clients' financial needs. With three offices in the region, they are easily accessible to their client base.
Northeast Financial Group, Inc. takes pride in the expertise and experience of their team. Notably, Peter Pape, Mark Hullinger, and Ronald Berger, among others, have remained with the firm for a significant period, showcasing their commitment to delivering exceptional financial guidance and fostering long-term relationships with their clients. With a track record of success and a client-centric approach, Northeast Financial Group, Inc. stands as a trusted partner in achieving financial goals.