wiseradvisor
Vetted Advisor's Table

Northeast Investment Services

Tel: 508-954-7683
555 Pleasant st suite 103
Attleboro, MA 02703
Northeast Investment Services | Financial Advisor in Attleboro ,MA

Creating a better path towards your financial goals


About Northeast Investment Services

We plan with a purpose. We are dedicated to staying current and adapting to the ongoing changes in the world of financial planning. Our approach is to create an effective game plan around your goals and vision. We will work side by side as your life and financial situation changes.

See Disclosures

Talk to an Advisor and GET ANSWERS »


General Information

Firm Start Year:   2016
No. of Employees:   2-4
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial

Firm Information

Assets Managed by Firm:   $161,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $50,000

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf


Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. GRP, Northeast Investment Services and LPL Financial are separate non-affiliated entities. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

https://www.finra.org/#/

https://www.sipc.org/