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Kristofer H

CFP®, Series 63, Series 65

Mount Pleasant, SC

Northeastern Financial Consultants, Inc.

Kristofer Harrison is a CFP® professional with 18 years of experience in financial advising. He has been with Northeastern Financial Consultants, Inc. since 2007. Northeastern Financial Consultants, Inc. serves a diverse client base including individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers fee-only advisory services with a focus on non-discretionary portfolio management, employing fundamental analysis across 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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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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