Guidance. Insight. Results.

For over a century, New England Financial Group has been committed to providing financial solutions for a diverse range of clients throughout New England and the United States. Our dedicated team of experienced professionals specializes in various financial services, ranging from comprehensive financial planning to investment management and insurance strategies. We pride ourselves on offering large firm capabilities while maintaining a boutique feel and a strong focus on our community.

Who We Serve

At New England Financial Group, we cater to a wide variety of clients, including:

Families
High-net-worth individuals
Business owners
Businesses

No matter your financial needs, our advisors are equipped to help you develop a path to success, both personally and financially.

How We Help: Capabilities and Involvement

As a firm, we are dedicated to offering educational opportunities and community involvement. We believe that providing education is a crucial aspect of our services and relationships, and our commitment to local goings-on fuels our passion for financial planning.

Education: Our team offers various workshops and seminars to help clients and employees stay informed about the ever-evolving financial landscape. We believe that true guidance comes from understanding and aim to empower our clients with the knowledge they need to make informed decisions.

Community Involvement: The New England Financial Group is deeply rooted in our community. Our involvement helps us maintain a unique and personal atmosphere where our advisors can understand and address the specific needs of each client.

Customer Relationship Summary: Customized Experiences

At New England Financial Group, we understand that every client is unique. Our advisors take the time to truly understand each client's needs and goals. By fostering relationships based on integrity, honesty, and transparency, we ensure a customized experience that suits each client's individual requirements.

Our firm's distinct culture allows each of our advisors to contribute their expertise while providing a comfortable, family-focused environment. We help our clients determine which services are right for them, ensuring that their financial strategy aligns with their personal values and aspirations.

Comprehensive Financial Planning

Our comprehensive financial planning services include:

Retirement planning
Estate planning
Tax planning
Education planning

By taking a holistic approach, we aim to provide every client with a clear understanding of their financial situation and develop a strategy tailored to their goals and needs.

Investment Management

New England Financial Group employs a disciplined investment management process, backed by extensive research and expertise, to help clients build and preserve wealth. We offer: