Investments & Insurance

Your Trusted Advisor
Northeast Investment & Insurance Services^† is here to personally guide you through planning for retirement, your children's education, making smart investment choices and more. We'll listen to your needs and develop a course of action to make the most of your money.

Some of the services we provide include: 

• Investment Analysis and Planning
• Retirement Planning 
• Wealth Accumulation, Protection and Preservation
• Life Insurance 
• College Planning
• Tax, Estate and Legacy Planning
• And, more!

Weekly Economic Commentary
For more information on LPL's Financial Research, click here.



Support Your Business
Through longstanding local partnerships, we can provide you and your business with a comprehensive package of products that will help improve your financial well-being. These products include:

• Corporate Business Insurance
• Workers Compensation
• Employee Benefit Plans including:
  • Section 125
  • Group Major Medical
  • Short and Long-term Disability
  • Group Life
• Key Person Life Insurance

Questions? Contact an Insurance Representative today.