Prior to starting 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, and playing the piano.
Education and Professional Designations:
Framingham State University: Business Administration
Bryant University: Financial Planning
FINRA Series 6 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners LLC (GRP)
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"Planning is bringing the future into the present so that you can do something about it now."