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City Street

Business owners

As a business owner, you have a lot on your plate.  You also have a lot of options when it comes to benefits and personal planning. 

Services for business owners

Personal planning

Owning a business is time-consuming, you need to take time and do some personal financial planning for yourself. 

Tax advantaged strategies

Are you looking for the best way to save money and use tax advantaged strategies?

401(k) and Retirement

Have you been thinking of setting a retirement plan or other benefits for your employees?

Succession Planning

Do you have a  business partner or family that may take over the busines when your gone? 

Financial Advisor, Wealth Management

617-981-6953

andrew@ne-investments.com

617-981-6953

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor.  LPL Financial, Northeast Investment Services, and GRP are separate non-affiliated entities.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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