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Northeastern Financial Consultants, Inc.

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Northeastern Financial Consultants, Inc.

Overview:

If you answered yes to any of these questions, we may be the right financial planning team for you. Our special, holistic approach helps you design your life while we worry about the finances. Life is about more than money, and we believe that material wealth is of greatest value when it helps you realize a rich and rewarding life, in every sense. We can help you plan and realize that life.

We invite you to consider the possibilities of a life well-lived and no dream unrealized. Call us to see if we can provide the services you need.
Our Services
Are your services appropriate for me

   If you are a retiree… we offer on-going monitoring of your investment portfolio, one designed to meet your cash flow needs and your desire to sleep at night! Fee only financial planning and investment counseling.

   If you are a prospective retiree…talk to us before you make that irrevocable decision about your pension plan, your 401K, and/or your IRAs. Invest some time with us before you invest your retirement money! Fee only financial planning and investment counseling.

   If you are a self-employed professionalhellip; leave the stress of managing your investments to us! Our professional training and decades of experience can free you up to spend more time keeping current in your own profession. Fee only financial planning and investment counseling.

   If you are a senior executive/business owner…let us get your house in order – we coordinate your employee benefit programs with your personal investing to develop one integrated investment portfolio. How economical! Talk to us about offering this service as a corporate program. Financially secure executives make happier executives! Fee only financial planning and investment counseling.

   If you are a widow or widower...we can help you plan for a stress-free financial life. We can design an investment portfolio free of any concerns about whose interests we serve. Fee only financial planning and investment counseling.

Toll Free: +1 888 546 3361

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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