Northeast Investment Group

Provides real-life wealth management services to help clients navigate their finances. https://bit.ly/KF-Disclosures

General Information
Company Name
Northeast Investment Group
Founded Year
2007
Location (Offices)
Cranston, United States +2
Founders / Decision Makers
Number of Employees
12
Industries
Financial Services, Insurance, Wealth Management
Funding Stage
-
Social Media

Northeast Investment Group - Company Profile

Northeast Investment Group provides real-life wealth management services to help clients navigate their finances. Through life’s ups and downs, the company offers personalized financial services, resources, and tools tailored to fit today’s fast-evolving standards and busy lifestyles. With over 75 years of collective experience, the company advises individuals, business owners, professionals, retirees, and their families, aiming to build long-term relationships. Northeast Investment Group is affiliated with Kestra Investment Services, LLC and offers securities and investment advisory services. The company primarily operates in the Financial Services, Insurance, and Wealth Management industries and was founded in 2007.

As a venture capitalist, it's essential to recognize the extensive experience and strong focus of Northeast Investment Group in providing personalized wealth management services. The company's emphasis on using technology to optimize financial services aligns with the evolving standards of the industry. However, without specific information on the last investment and investors, evaluating the company's current investment opportunities and potential for growth may be challenging. Additionally, it's important to note that the company's operations are limited to residents of the United States, which could impact its potential for global expansion.

Taxonomy: investment advisory, retirement planning, financial planning, investment services, financial education, client advisory, technology-driven finance, comprehensive financial guidance

Funding Rounds & Investors of Northeast Investment Group (0)

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There is no investment information

Latest News of Northeast Investment Group

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No recent news or press coverage available for Northeast Investment Group.

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