About Thomas
Partner
Financial Consultant

Tom is a founder and financial advisor at Northeast Investment Services, bringing over a decade of experience in wealth management and financial planning. After starting his career with New York Life and Eagle Strategies LLC, Tom decided to open his own firm to offer personalized, independent advice to individuals and families striving to secure their financial futures.
As a father of two, Tom understands the importance of balancing family, financial goals, and long-term planning. His approach is centered on building strong, lasting relationships with clients, offering guidance in areas like retirement planning, investment strategy, and education savings.
When he's not working with clients, Tom enjoys spending time with his family and staying active in his community. Through Northeast Investment Services and LPL Financial Tom is dedicated to helping clients navigate their financial journeys with confidence and clarity.
Education and Professional Designations:
● Bridgewater State University, B.A. Business
● Kaplan College for Financial Planning designation Chartered Retirement
Planning Counselor, or CRPC®
● FINRA Series 6 and 63 securities registrations held through LPL Financial;
Series 65 held through Global Retirement Partners LLC (GRP)
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“Risk comes from not knowing what you are doing.”