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.
Andrew Dooley
Before starting Northeast Investment Services, Andrew began his career as a Financial Advisor at New York Life and Eagle Strategies. He then went on to become the lead advisor for employee education at one of the largest pension consulting firms in New England. Andrew is a comprehensive financial planner; his areas focus on wealth management, retirement planning, and business executive benefits.
Outside of his financial planning, Andrew enjoys golfing, skiing, and playing the piano.
Education and Professional Designations:
Framingham State University: Business Administration
Bryant University: Financial Planning
FINRA Series 6 and 63 securities registrations held through LPL Financial;
Series 65 held through Global Retirement Partners LLC (GRP)
Tom Vine
CRPC
Before starting Northeast Investment Services, Tom spent five years as a financial advisor at New York Life and Eagle Strategies, and 5 years with one of the largest pension consulting firms in New England as a financial consultant and VP of sales. He brings industry knowledge and a belief that the educated client is the best client.
From being a licensed captain to brewing his own beer, no challenge is too daunting for Tom out of the office. He lives with his wife and two children in Plainville, MA.
Education and Professional Designations:
Bridgewater State University, B.A. Business, and Personal Financial Services
FINRA Series 6 and 63 securities registrations held through LPL Financial;
Series 65 held through Global Retirement Partners LLC (GRP)
Matthew Oliveira
Before becoming a Financial Planner, Matthew worked in the Finance and Accounting field. His background in that field includes tax preparation in public accounting, audit and corporate accounting at CVS Health, and finance associate in private equity. He worked at Providence Equity, the largest private equity firm in Rhode Island. Here, he realized his passion for economics and investments, and his desire to aid individuals in how to manage and grow their wealth efficiently. With this goal in mind, he became a financial advisor at New York Life and Eagle Strategies. He has now brought all his years of experience and knowledge to Northeast Investment Services to better serve the public.
Matthew is an involved member of his church where he teaches Sunday School and is part of the church softball team. He and his wife are licensed foster parents for the State of Massachusetts. He lives with his wife, three children, and their foster daughter in North Attleboro, MA.
Education and Professional Designations:
Rhode Island College, B.S. Accounting, Summa Cum Laude
FINRA Series 7 securities registrations held through LPL Financial; Series 65 held through Global Retirement
Partners LLC (GRP)
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 |
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. |