Our Services

Nick Giacoumakis and the team at New England Investment and Retirement Group offer a variety of financial planning and wealth management services for business owners, individuals and multi-generational families.

Personal wealth management

Personalized Wealth Management

We recognize every individual who walks through our door is different. Our approach to personalized wealth management hinges on the relationship we build together and our understanding of your objectives. We’ve found that this is the only way we can offer unbiased guidance and solutions that are tailor-made to fit our clients’ specific circumstances and goals.

Investment management

Investment Management

As your investment manager, our goal is to help our clients grow their portfolio and increase their overall net worth. While high-net-worth individuals and institutions normally seek out the services of an investment manager or financial advisor due to the complexity of managing multiple assets, anyone, regardless of net worth, can benefit from investment management services.

Business planning

Business Planning

Business planning is essential to the success of any business, but it is especially important for startups and companies looking to increase profits. Far too many business owners overlook or put too little emphasis on business planning — often to the detriment of the business. As the saying goes, “If you fail to plan, you plan to fail.”