Insights

Growing Market Presence Northeast Financial Group is positioned as a specialized independent RIA with over 25 years of experience, serving high-net-worth clients across the United States, indicating a strong credibility and potential openness to expanded service offerings and strategic partnerships.

Recent Acquisition News The company's upcoming acquisition by Choreo, LLC suggests an ongoing consolidation trend in the wealth management industry, offering an opportunity to engage in strategic collaborations and integrated service solutions.

Investment Focus Recent investments in bond market assets worth over $2 million demonstrate the firm's active portfolio management and interest in diversified fixed-income strategies, presenting opportunities to introduce advanced investment products and analytics tools.

Collaborative Opportunities Partnerships like the recent alliance with Herbein Financial Group highlight potential for expanding cross-selling opportunities and joint ventures with accounting and advisory firms serving similar high-net-worth segments.

Technology & Data Usage Utilization of analytics tools such as Google Analytics and custom data solutions indicates a focus on data-driven advice, offering a pathway to introduce innovative financial technology and automation solutions that can enhance client engagement and operational efficiency.

Northeast Financial Group, Inc. Tech Stack

Northeast Financial Group, Inc. uses 8 technology products and services including MySQL, Network Solutions, Microsoft PowerPoint, and more. Explore Northeast Financial Group, Inc.'s tech stack below.

  • MySQL
    Database
  • Network Solutions
    Domain Name Services
  • Microsoft PowerPoint
    Editors
  • Microsoft Excel
    Editors
  • jQuery
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Google Analytics
    Web Analytics
  • easy pie chart
    Web Tools And Plugins

Northeast Financial Group, Inc.'s Email Address Formats

Northeast Financial Group, Inc. uses at least 1 format(s):
Northeast Financial Group, Inc. Email FormatsExamplePercentage
FLast@nefginc.comJDoe@nefginc.com
92%
Last@nefginc.comDoe@nefginc.com
8%

Frequently Asked Questions

Where is Northeast Financial Group, Inc.'s headquarters located?

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Northeast Financial Group, Inc.'s main headquarters is located at 3435 Winchester Road Suite 102 Allentown, Pennsylvania 18104 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Northeast Financial Group, Inc.'s phone number?

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You can contact Northeast Financial Group, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Northeast Financial Group, Inc.'s official website and social media links?

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Northeast Financial Group, Inc.'s official website is nefginc.com and has social profiles on LinkedIn.

What is Northeast Financial Group, Inc.'s SIC code NAICS code?

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Northeast Financial Group, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Northeast Financial Group, Inc. have currently?

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As of April 2026, Northeast Financial Group, Inc. has approximately 18 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer, Chief Creative Officer: J. R.Chief Compliance Officer (cco) & Investment Advisor Representative, Past President, Ceo & Founder: R. H.Owner/ Principal: J. L.. Explore Northeast Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Northeast Financial Group, Inc. belong to?

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Northeast Financial Group, Inc. operates in the Financial Services industry.

What technology does Northeast Financial Group, Inc. use?

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Northeast Financial Group, Inc.'s tech stack includes MySQLNetwork SolutionsMicrosoft PowerPointMicrosoft ExceljQueryYoast SEOGoogle Analyticseasy pie chart.

What is Northeast Financial Group, Inc.'s email format?

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Northeast Financial Group, Inc.'s email format typically follows the pattern of FLast@nefginc.com. Find more Northeast Financial Group, Inc. email formats with LeadIQ.

When was Northeast Financial Group, Inc. founded?

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Northeast Financial Group, Inc. was founded in 1987.

Northeast Financial Group, Inc.

Financial ServicesPennsylvania, United States11-50 Employees

Northeast Financial Group, an independent Registered Investment Advisory firm located in northeast Pennsylvania, has been providing fiduciary based guidance to our clients throughout the United States for over 25 years.

Specializing in providing investment consulting to wealthy families and institutions, we utilize an open architecture platform, coupled with full transparency and personalized service. We invest alongside our clients. Our approach fosters a common goal between our clients and ourselves – their success.

As an SEC Registered Investment Advisor, we are bound by a fiduciary duty to act in your best interest. Building a special relationship of trust with you, we commit to:

- Putting your interests above our own, and acting in your best interests at all times.
- Ensuring our advice is based on thorough and accurate analysis, and following an effective due diligence process in reviewing potential investments.
- Providing full disclosure of all relevant information to you.
- Never mislead clients.

For more details about our registration status, business operations, services and fees please see the disclosures on our website listed below or visit the SEC’s website at (www.adviserinfo.gov).

Section iconCompany Overview

Headquarters
3435 Winchester Road Suite 102 Allentown, Pennsylvania 18104 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Northeast Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Northeast Financial Group, Inc.'s revenue is estimated to be in the range of $10M$25M

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