NORTHEAST FINANCIAL GROUP, INC.
Tannersville, Pennsylvania
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 ...
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Assets Under Mgmt
$775.07M
Investment Professionals
7
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Articles
Articles
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