Northeast Investment Group

Northeast Investment Group is a Burlington wealth management firm that helps clients make sense of their finances through life’s ups and downs. It works with individuals, business owners, professionals, retirees and families, including professionals with growing families and people in transition after divorce, the loss of a spouse or an inheritance. The firm treats clients like family and emphasizes education and guidance to support important decisions as wealth grows.

Technology plays a central role, with financial tools and resources designed to be easy to use so clients can keep track of their money from anywhere by Wi-Fi or phone. Regularly scheduled meetings keep clients informed about where they stand. The team’s advisers have more than 150 years of combined experience, and the firm describes its client relationships as long-term, built to help people manage wealth for the life they want.

What to Know

• Securities are offered through Kestra Investment Services, LLC, member FINRA/SIPC.
• Investment advisory services are offered through Kestra Private Wealth Services, LLC.
• Kestra and its affiliates do not offer tax or legal advice.
• The firm’s background can be checked on FINRA’s BrokerCheck.