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Northeast Investment Group

Wealth Built by Relationships

Financial services in Cranston, RI (show on map)
Google 4.9
★★★★★
35 reviews

Real-life wealth management services for individuals, families, business owners, professionals, and those in transition.

Call (401) 213-8318
Navigate to Visit website
Northeast Investment Group website

About

Today is Yours — Make the Most of it. Through life's ups and downs, the Northeast Investment Group is here with real-life wealth management services so you can easily and confidently make sense of your finances in today's complex world. T

o us, you're not just a client. You're a part of our family. That's why we make it convenient for you to get the education and guidance you need to make important decisions as you grow your wealth. Our financial services, resources and tools are optimized using technology that's easy to use so it fits today's fast evolving standards and busy lifestyles. Now you can stay on top of your finances no matter where you go – we're just a Wi-Fi connection or phone call away. Plus we'll make sure to stay in touch through regularly scheduled meetings so you know where you stand financially every step of the way. The Northeast Investment Group has experience advising individuals, business owners, professionals, retirees and their families for over 150 years collectively. Simply put – we're in this with you for the long run. Whatever stage of life you're in, the Northeast Investment Group family is here to help you manage your wealth so you can live the life you desire today and everyday.

Family-oriented approach
Over 150 years of collective experience
Technology-optimized services for modern lifestyles

Services

Financial Planning

Comprehensive financial planning services including budget creation, business growth planning, retirement planning, and more.

Budget creation, management & education Business growth planning Business retirement planning Business succession planning Cash flow Management College and education planning Insurance planning (all types) Health care expense planning Home purchase planning Financial goal setting education Risk tolerance and management Tax optimization Retirement planning

Investment Management

Transparent, simple, and customized investment management services with ongoing communication and education.

401(k) advice for individuals 401(k) advice for business Fee based portfolio management Income management Bond and fixed income investments Education events and seminars Investment performance analysis Single stock diversification Stock option planning IRA: Traditional, Roth and Rollover

Credentials & Certifications

Over 150 years of collective experience

Reviews

Google
Rating
4.9
★★★★★
Reviews
35
"He was personable, knowledgeable and genuine."

Contact Northeast Investment Group

Northeast Investment Group
Category
Financial services
Wheelchair Accessible
Call (401) 213-8318

Opening Hours

Sunday
Closed
Monday
8:30 am–4 pm
Tuesday
8:30 am–4 pm
Wednesday
8:30 am–4 pm
Thursday
8:30 am–4 pm
Friday
8:30 am–4 pm
Saturday
Closed

Location

Location of Northeast Investment Group, 1000 Chapel View Blvd Suite 200, 2nd Flr, Cranston, RI 02920 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Northeast Investment Group?

Reach out today to schedule a consultation.

(401) 213-8318

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