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.


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.

Our Personal Wealth Management Process

Create and Grow Wealth

Protect and Preserve Wealth

Plan for Distribution
During Lifetime

Plan for Distribution
at Death

News and Insights from the NEIRG Blog

ATM Cards vs. Arcade Cards: A Lesson in Financial Literacy

Let’s talk about what scares me. I’m terrified that my kids don’t have any concept of money. It’s distant, intangible. They don’t understand what it looks like to open a wallet and hand over cash, or the artform that is balancing a checkbook. My kids are growing up in a cashless, credit card society. They associate money with a plastic card that you swipe at the register so you can leave with whatever goods you want.

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