Meet the NEIRG Florida Team

Established in 1995 in Massachusetts, NEIRG has expanded as the needs of our clients have grown and evolved.  We opened our Naples, Florida, office to assist clients based in Florida.

Our Mission

At NEIRG Florida, our mission is to help our clients pursue financial independence by providing unbiased, objective guidance. We bring value through communication, education and exceptional service.  NEIRG Florida is here to help our clients with interests in the Sunshine State. Just as we do in our New England headquarters, we work with our clients to build and protect their wealth.

Our Personal Wealth Management Process

Create and Grow Wealth

Protect and Preserve Wealth

Plan for Distribution During Lifetime

Plan for Distribution at Death