New England Financial Advisors

Building financial confidence for every stage of your life.

Financial planner in Cranston, RI (show on map)

5.0

★★★★★

10 reviews

New England Financial Advisors offers personalized financial planning and wealth management services, combining local expertise with national resources to meet the unique financial challenges of New England residents.

Call (404) 446-3973

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About

New England Financial Advisors (NEFA) is a local independent financial advisory firm that combines personalized service with the extensive resources of the Florida Financial Advisors (FFA) network. NEFA offers comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning services designed to address the unique financial challenges faced by New England residents, such as higher property taxes and cost of living.

The firm's holistic approach integrates all aspects of a client's financial life, ensuring tailored strategies that align with individual goals, whether planning for retirement, maximizing employer benefits, or creating multi-generational wealth transfer plans. NEFA's leadership team, including President Jason Mickool and Regional Vice President Zachary Greenhoe, brings decades of experience and a commitment to client-centric advice, supported by a network of offices throughout the United States.

Personalized Solutions and Care

Comprehensive Planning

Local Commitment

Long-Term Partnership

Services

Investment Management

Tailored investment strategies to grow and preserve wealth, aligned with client goals and risk tolerance.

Personalized portfolio construction Risk assessment and management Tax-efficient investment strategies

Retirement Planning

Comprehensive strategies to ensure financial security and optimal income during retirement.

Retirement income analysis Social Security optimization Pension and benefit planning

Tax Planning

Strategies to minimize tax liabilities and maximize after-tax returns.

Tax-efficient investment strategies Tax loss harvesting Advanced tax planning for high-net-worth individuals

Estate Planning

Planning to preserve and transfer wealth efficiently to heirs.

Will and trust preparation Estate tax minimization strategies Charitable giving planning

Business Owner Services

Tailored financial strategies for entrepreneurs and business owners.

Owner and executive compensation planning Qualified retirement plans for businesses Business succession and transition planning

Credentials & Certifications

President, Florida Financial Advisors

Since 2020

Regional Vice President, New England Financial Advisors

Since 2022

Reviews

Rating

★★★★★

Reviews

"The service has more than paid for itself."

Frequently Asked Questions

What is the FFA Solution? +

The FFA Solution is a comprehensive financial planning model developed by Florida Financial Advisors, integrating investments, retirement strategies, tax planning, and estate management into a cohesive plan that evolves with client needs.

How does NEFA tailor services for New England residents? +

NEFA addresses the specific financial challenges of New England, such as higher property taxes and cost of living, by offering personalized financial strategies that consider local economic conditions and lifestyle factors.

What types of investment options does NEFA offer? +

NEFA provides a wide range of investment options, including mutual funds, individual bonds, bond mutual funds and ETFs, index funds and ETFs, certificates of deposit (CDs), stocks, exchange-traded funds (ETFs), annuities, futures trading, 401(k) investment options, and various account types such as retirement, IRA, trust, estate, charitable, education, and custodial accounts.

What is included in the Business Owner Services? +

Business Owner Services include owner and executive compensation plans, qualified retirement plans for businesses, key employee retention plans, and business succession planning, all designed to support both business and personal financial objectives.