A complete list of active advisors currently associated with New England Financial Group
Warmer can help you find a great advisor at New England Financial Group or one who fits your needs even better.
New England Financial Group provides investment advisory services primarily to individual and high‑net‑worth clients through ongoing portfolio management tailored to each client’s goals, time horizon, and risk tolerance. The firm prepares an Investment Policy Statement for clients and typically manages accounts on a discretionary basis, focusing on mutual funds, fixed‑income securities, real estate funds, equities, ETFs and Treasury inflation‑protected securities. The firm’s investment approach emphasizes long‑term trading complemented by charting and cyclical analysis to identify favorable entry and exit points. Portfolios are implemented through asset allocation, security selection, and regular monitoring to align investments with the client’s documented risk tolerance and objectives. A distinctive operational feature is that the firm provides seasonal tax return preparation for clients and prospective clients during tax season, a service that is uncommon among independent peers. The firm also notes it does not participate in wrap fee programs and does not accept outside compensation for the sale of investment products.
To learn more about the advisors currently working at New England Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plymouth, MA
| 32
|
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