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Kristofer H

CFP®, Series 63, Series 65

Mount Pleasant, SC

Northeastern Financial Consultants, Inc.

Kristofer Harrison is a CFP® professional at Northeastern Financial Consultants, Inc. in Mount Pleasant, SC, with 19 years of industry experience. He has been with Northeastern Financial Consultants since 2007. Northeastern Financial Consultants serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment advisory services, financial planning, and retirement-plan consulting. The firm manages approximately $73 million across about 95 clients and focuses on non-discretionary investment management using fundamental analysis and a combination of long- and short-term investments.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Mary Jule R

Series 63, Series 65

South Abington Township, PA

Northeastern Financial Consultants, Inc.

Mary Jule Roginski is a financial advisor with Northeastern Financial Consultants, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. She has been with Northeastern Financial Consultants since 2011. Northeastern Financial Consultants serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations with fee-only investment advisory services and financial planning. The firm primarily provides non-discretionary portfolio management using fundamental analysis across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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