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Our goal is to have your money last as long as you do. At Northeast Investment Services, we specialize in helping our clients pursue their finances. 

Fee-Based Advisory

Our fee-based model ensures that our success is directly tied to your financial growth. This approach seeks to avoid potential conflicts of interest, as we don't earn commissions from financial product sales. Instead, our compensation is linked to the value of the assets we manage for you.


Key Advantages of Fee-Based Advisory:


Transparent and Understandable

Our fee structure is clear and straightforward. You know exactly what you're paying for, fostering trust and openness in our client-advisor relationship.


Independent Advice

Since our compensation isn't dependent on specific financial products, our recommendations are solely based on what we believe is in your best interest. This ensures personalized advice tailored to your unique financial situation.


Performance Driven

We succeed when you succeed. Our fee-based structure motivates us to consistently strive for optimal performance and financial growth, as our success is tied to yours.


Comprehensive Services

With our fee-based model, you gain access to a range of comprehensive financial services. From investment management to financial planning, our goal is to provide holistic support to help you achieve your financial objectives.

How Our Fee-Based Model Works

*Investing involves risk including loss of principal.

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What we do?

Risk Analysis and Asset Management

College Planning

Insurance and Annuity Consulting

Estate Planning

Financial Checkups

401k Plans

Services for Retirees

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Request an appointment

Set up a free consultation with us and find out how we can help you pursue your financial goals.

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We plan with a purpose.

We are dedicated to staying current and adapting to the ongoing changes in the world of financial planning. Our approach is to create an effective game plan around your goals and vision. We will work side by side as your life and financial situation changes.

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