How does the advisor help clients – Key Takeaways:
The team at NEW ENGLAND FINANCIAL GROUP specializes in creating personalized financial plans for their clients, taking into account their individual goals and needs.
They offer a wide range of financial services, including investment management, retirement planning, estate planning, and risk management.
Their team of experienced advisors work closely with each client to understand their unique circumstances and create a plan that will help them achieve their financial goals.
In addition to their financial expertise, the advisors at NEW ENGLAND FINANCIAL GROUP are committed to building long-term relationships with their clients based on trust and communication.
Facts and Insights
Here are some key facts and insights about NEW ENGLAND FINANCIAL GROUP:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered:
NEW ENGLAND FINANCIAL GROUP offers a comprehensive range of financial services to meet the diverse needs of their clients:
- Investment management
- Retirement planning
- Estate planning
- Risk management
- Tax planning
- College planning
- Charitable giving
- Business succession planning
Client Types:
NEW ENGLAND FINANCIAL GROUP works with a variety of clients, including:
- Individuals
- Families
- Business owners
- Retirees
Fees & Compensation:
NEW ENGLAND FINANCIAL GROUP operates on a fee-based model, which means that they charge a percentage of the assets under management as their fee. This structure aligns their interests with those of their clients, as the more their clients’ assets grow, the more they earn.
In addition, they may receive compensation from product providers, such as mutual fund companies or insurance companies, for recommending their products to clients. However, they are committed to transparency and always disclose any compensation they receive.
Background:
NEW ENGLAND FINANCIAL GROUP was founded in 1999 by a team of experienced financial advisors with a passion for helping clients achieve their financial goals. They have since grown to 10+ advisors with a combined 20+ years of experience in the financial industry.
Their team is dedicated to providing exceptional service and guidance to their clients, and have earned a reputation for their expertise, integrity, and personalized approach to financial planning.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important to be aware of any potential disclosures or conflicts of interest. Here are some things to know about NEW ENGLAND FINANCIAL GROUP:
- All recommendations are made in the best interest of the client
- Their fee structure is transparent and aligned with client interests
- They may receive compensation from product providers, but always disclose this information to clients
- They are committed to building long-term relationships with clients based on trust and communication