Services
We have the knowledge and experience to meet and exceed your expectations and offer a variety of services customized to fit your specific needs.
People choose Northeast Investment Services because we:
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Customize plans for each person, family, and business we work with
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Know that it's important to work with someone who keeps your best interest. As investment fiduciaries, this is our focus
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Have an alliance with LPL Financial - a fortune 500 company acting as custodian for over $1 trillion in client assets as of December 31, 2021.
Learn more about the achievements we can help you pursue, and contact us today.
We work in a true partnership with you, making your needs our priority. We offer the following services, customized to you:
Risk Analysis & Asset Management
We work with our clients to create and manage investment strategies that complement their financial goals
College Planning
Planning for college can be very difficult. Contact us to find out the ways we can help the next member of your family become a college graduate
Insurance & Annuity Consulting
Have us review your policies and help you put together a strategy that meets your needs
Estate planning
Protect your assets and pass along your legacy with tax-conscious strategies
Financial check-ups
Our clients are our number one priority, and our services prove just how committed we are to their success
401k plans
Speak with us about your 401k or other company sponsored retirement plans
