Why We’re Different

Our layered client service approach focuses on building a trusting relationship between you and our team.

Planning for Your Future

Whether you’re a business owner, individual or multi-generation family looking to plan for the future, we can help.

Experienced and Committed

Our advisors and client service teams offer a range of experience and expertise with a concierge touch.

Download the 2019 Financial Planning Guide

Welcome to New England Investment and Retirement Group!

ince opening our doors in 1995, New England Investment and Retirement Group has evolved to become one of the region’s premier wealth management and retirement planning services firms.

Over twenty years later, we are continuing to evolve and grow everyday to provide our clients with top innovative strategies and techniques to achieve their unique and specific financial goals, big or small.

We believe this growth is rooted in an unwavering commitment to our founding mission: to help our clients pursue financial independence by providing unbiased, objective guidance and by bringing value through communication, education, and exceptional service.

Our knowledgeable, experienced, and dedicated staff at New England Investment and Retirement Group understands the unique stresses and challenges every individual has when dealing with financial matters. It is important to know that you are working with a financial advisor that you can trust and build a long lasting relationship with when dealing with your financial future.

This means that our relationship with you is at the center of every aspect of our customized planning process. At New England Investment and Retirement Group, we take the time to understand what matters most to you. We will discuss your goals, expectations, risk tolerance, and more to help us determine our strategies and every recommendation we make.

I hope you’ll take a little time to explore our firm and speak to some of our team. I think you’ll find in us a trusted partner who is singularly
dedicated to helping you pursue your vision for the future with confidence and security.

On behalf of everyone at New England Investment & Retirement Group, thank you for considering us. We look forward to helping you achieve your financial success today as well as your financial future tomorrow.

Our Personal Wealth Management Process

Create and Grow Wealth

Protect and Preserve Wealth

Plan for Distribution
During Lifetime

Plan for Distribution
at Death

Download Financial Planning Guide

9 + 13 =

Making News: Firm Press & Headlines

Women: Moving Forward Financially after the Loss of a Spouse

The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. Becoming a widow at any age can be one of the most difficult challenges a woman must face. Not only is there the emotional...

read more