Northeast Money Management LLC

Northeast Money Management An independent financial advisory. Key Elements of Our Successful Investment Program Customized Investment Plan - To meet your investment goals - retire comfortably, purchase a new home, pay for your children's college education or pass on your wealth to others - you require a customized investment plan with the goal of helping you maximize your returns, with appropriate risk exposure. Personalized, Confidential Service - As a private firm we get to know you personally. We will take the time to get to know you and your financial goals and objectives. We grow and evolve with you. We watch out for you and your family's interests. We are committed to managing your investment portfolio and to becoming one of your most trusted sources of investment and financial advice. Accounts Registered in Your Name - When you select Northeast Money Management as your investment advisor we help you open an account at the brokerage firm of your choice, such as Fidelity, Schwab, Pershing, or TD Ameritrade, in your name. You may open one or more of the following accounts: Individual or Joint, Individual Retirement Account (IRA), Trust, Corporate, or Minor Custodial. Northeast Money Management will be granted limited trading authority only on your account. Continuous Account Supervision - At Northeast Money Management we review and reconcile your account daily with the custodians records. In addition, we continuously review the underlying securities in your portfolio to ensure that your funds are being invested in accordance with your investment objectives. Performance Reports - In addition to monthly account statements you receive from your brokerage firm, we provide you with customized performance reports detailing how your investment portfolio performed and how your portfolio has progressed toward your financial goals.

Address: 3172 Dorset West Road Dorset Vermont, 05251, USA

Phone: +1 802 231 0086
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