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Investment Services

Professional money management and financial planning services

Northeast Investment & Insurance Services is here to offers access to professionals that can personally guide you through planning for retirement, your children's education, making smart investment choices and more. Our financial consultants will listen to your needs and develop a course of action to make the most of your money.

Individual Retirement Accounts

If you’re not taking advantage of an IRA, you may be missing out on an opportunity to accumulate tax-deferred monies that you will be able to enjoy during retirement.

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401 (k) Distribution Education

If you're in a position to learn more about distribution options from a former employer's retirement plan, we can help educate you on the different options available to you.

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Investment Analysis

A periodic portfolio review will help you stay on track with your financial goals. Contact us for a complimentary portfolio review.

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Education Planning

If you do not yet have a plan, it's still not too late. A college education is expensive, but when you have a good financial adviser and a smart strategy, it's not impossible.

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Trade Direct

Convenient online resources are available to help you make investment decisions and manage your portfolio.

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Our Team

Our financial representatives have the knowledge, resources, and experience to tailor a plan that addresses you and your family’s specific needs. Learn more about them.

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