Northeast Financial Group, Inc.

About Northeast Financial Group, Inc.

<p>Across the Lehigh Valley and greater eastern Pennsylvania, Northeast Financial Group, Inc. works with employers and individuals on retirement plan and investment decisions. Founded in 1987, the firm is an independent Registered Investment Advisory (RIA) practice with its headquarters in Allentown, plus offices in Wyomissing (Reading area) and Tannersville in the Pocono region.</p> <p>Northeast Financial Group handles fiduciary support for plan sponsors, including 3(21) investment fiduciary services, plan design work, and participant advice. The team also provides a financial wellness program and advisory services for organizations, retirement plan sponsors, and individuals.</p> <p>The firm reports over 8,000 households served and oversight of more than 100 employer-sponsored plans. Senior leadership averages over 25 years of experience.</p> <p>What sets Northeast Financial Group apart is its open-architecture approach to product selection, along with experience in alternate income funds and investing, paired with an emphasis on client service and fiduciary practices such as analysis and full disclosure.</p> <ul> <li>Independent RIA and <a href="/plan-advisors">plan advisor</a> firm founded in 1987</li> <li>3(21) investment fiduciary services for retirement plans</li> <li>Plan design consulting for employer-sponsored plans</li> <li>Participant advice and a financial wellness program</li> <li>Offices in Allentown, Wyomissing, and Tannersville, Pennsylvania</li> </ul>

Website: https://nefginc.com/

Founded: 1987