Northeast Financial Strategies, Inc.
Financial Strategies That Fit Your Needs
5.0
Comprehensive financial services including planning, investments, insurance, accounting, payroll, tax preparation, and notary services for individuals and small businesses.
About
Northeast Financial Strategies, Inc. is a financial services organization with highly trained professionals providing products and services to individuals & business owners. They offer Financial & Estate Planning, Investments, Insurance, Accounting, Payroll, Income Tax Preparation, & Notary Public Services for Individuals & Small Businesses.
They also have a network of trusted attorneys, realtors, bankers, and mortgage advisors. Since 2010, they have been voted #1 in Wrentham for Accountant, Financial Planner, and Insurance Agency, and Regional Favorite since 2016. The firm is led by Jeffrey N. Schweitzer, EPA, CEP, ATP, RTRP, with additional key personnel including Heather Johnston, Emily Hatami, and Carolyn MacPherson.
Services
Investment Strategies
Customized investment strategies reflecting risk tolerance, time horizon, and goals.
Money Management
Tax strategies and management to optimize financial approach.
Tax Planning
Expert tax planning and preparation tailored to individual situations.
Social Security Optimization
Maximize Social Security benefits through strategic filing.
Retirement Planning
Comprehensive retirement planning to address market, withdrawal rate, longevity, and medical expenses risks.
Life Insurance
Insurance transfers financial risk of life events to an insurance company.
Credentials & Certifications
Reviews
