About Andrew
Partner
Financial Consultant
One of the founders at Northeast Investment Services, Andrew began his career as a Financial Advisor at New York Life and Eagle Strategies. He then went on to become the lead advisor for employee education at one of the largest pension consulting firms in New England. Andrew is a comprehensive financial planner; his areas focus on wealth management, retirement planning, and business executive benefits.
Outside of his financial planning, Andrew enjoys golfing, skiing, playing the piano, and spending time with his wife, Charlotte.
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Education and Professional Designations:
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Framingham State University: Business Administration
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Bryant University: Financial Planning
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FINRA Series 6 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners LLC (GRP)
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
"Planning is bringing the future into the present so that you can do something about it now."
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