Worried about a trade war? How to keep your investments safe

“The trade war with China might drag on for a while, some experts say.”

The Small Business Marathon: Training and Planning for a Successful Finish

Many business owners fail to thoroughly prepare for the last stage of the small business marathon – a successful sale or transition. Learn more in this new blog post from Nick Giacoumakis.

NEIRG Educational Event

We recently gathered to educate clients on the impact of caring for an aging parent, as part of our ongoing seminar series.

2019 NEIRG Financial Planning Guide

Our 2019 Financial Planning Guide includes a review of market and economic conditions that may impact your financial and personal goals.
Preview Download


New England Investment and Retirement Group helps clients through our holistic view

Our Mission

Our mission is to help our clients pursue financial independence by providing unbiased, objective guidance. We bring value through communication, education and exceptional service.

Our Client Service Approach

We take a layered approach to client service, which means that we bring professionals from planning, investments and client services together to provide expert-level resources with a concierge touch.

New England Investment and Retirement Group client service approach
New England Investment and Retirement Group helps clients through our holistic view

We Help Clients Through Our Holistic View

Our holistic view, adherence to proven investment principles, specialized knowledge, and dedication to protecting what you value most has earned us a reputation for results.

Download Financial Planning Guide

7 + 3 =

Our Personal Wealth Management Process

Create and Grow Wealth

Protect and Preserve Wealth

Plan for Distribution
During Lifetime

Plan for Distribution
at Death

Breaking News and Insights

College-Bound Family? Look to 529 Plans for Mutual Tax Benefits and Flexibility

Benjamin Franklin once said, “An investment in knowledge always pays the best interest.” Admirable in theory, but with college costs on the rise and student loan debt reaching unprecedented levels, many parents and grandparents are grappling with when and how to start investing in a child’s education. Fortunately, there’s a savings vehicle to help families realize the full value of this vital investment: 529 plans.

read more

Market Memo: Trade Headwinds Send Investors Mixed Signals

Strength across risk-assets fueled investor optimism despite ongoing to U.S.-China trade negotiations, low inflation, BREXIT, geopolitical tensions and slowing global growth. Realized 30-day equity volatility collapsed just 9.0 percent and ranked among the lowest...

read more