WELCOME TO NEIRG FLORIDA

 

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Meet the NEIRG Florida Team:

BUILDING WEALTH

New England Investment and Retirement Group provides continuous  investment management services through its structured investment committee process.

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PROTECTING WEALTH

Our financial planning process includes a comprehensive review of insurance policies, asset ownership structure, tax reduction strategies, asset allocation and security selection.

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ENJOYING WEALTH

Although this stage of life is present in nearly every financial plan we build and implement, it often varies drastically from one person to the next.

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DISBURSING WEALTH

Estate planning is a vital process with the goal of ensuring that you will leave behind a legacy that cultivates future prosperity for generations to come.

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GETTING STARTED IS EASY

STEP 1: CONTACT

Our staff at New England Investment and Retirement Group looks forward to helping you get started. Call our office at (978) 975-2559 to schedule an appointment with one of our experienced financial advisors.

STEP 2: CONSULTATION

Our professional advisors will pay close attention to your specific needs, wishes and goals during your consultation. Upon completion of the consultation process, we will promptly initialize a customized approach that fulfills your criteria.

STEP 3: STRATEGY

Our advisors will work with you to develop, refine, and finalize a strategy that fits your lifestyle and matches your aspirations. We will also ensure that you understand the process from beginning to end, and will provide consistent education, communication and guidance throughout our relationship.

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