Northeast Financial Group, Inc. Employee Directory

Financial ServicesUnited 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).

Find Northeast Financial Group, Inc. employees' phone numbers or email addresses

Northeast Financial Group, Inc. Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Northeast Financial Group, Inc.'s Leadership

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    J. R.
    Chief Executive Officer, Chief Creative Officer
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    R. H.
    Chief Compliance Officer (cco) & Investment Advisor Representative, Past President, Ceo & Founder
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    J. L.
    Owner/ Principal
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    W. J. F.
    Director Of Employer Sponsored Plans
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    K. O.
    Assistant Portfolio Manager
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    J. L.
    Client Services Project Manager
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    M. B.
    New Business Manager
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    J. K.
    Business Development Advisor
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Contact profiles from Northeast Financial Group, Inc.

Name
Title
Contact Info
Location
Last Update
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    T. S.
    Investment Advisor Representative
    Phone icon
    United StatesPennsylvania
    Oct 27, 2025
  • Stylized image of a person
    W. F.
    Insurance Agent
    Phone icon
    United StatesConnecticut
    Sep 10, 2025
  • Stylized image of a person
    S. A.
    Investment Advisory Representative
    Phone icon
    United StatesPennsylvania
    Sep 10, 2025
  • Stylized image of a person
    R. B.
    Financial Advisor
    Phone icon
    United StatesPennsylvania
    Oct 19, 2025
  • Stylized image of a person
    P. C.
    Financial Advisor
    Phone icon
    United StatesRhode Island
    Oct 27, 2025
  • Stylized image of a person
    K. F.
    Service Operations Assistant
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    Oct 17, 2024
  • Stylized image of a person
    H. M.
    Financial Associate
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    United States
    Oct 26, 2025

Frequently Asked Questions

What is Northeast Financial Group, Inc. known for?

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Northeast Financial Group, Inc. was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 3435 Winchester Rd, Suite 102 Allentown, PA 18104, US; you can contact the main corporate office by phone at . Explore Northeast Financial Group, Inc.'s company overview page for more information.

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

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Northeast Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Northeast Financial Group, Inc. email formats with LeadIQ.

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

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Northeast Financial Group, Inc. has approximately 22 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Northeast Financial Group, Inc.'s key employees and leadership?

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As of October 2025, Northeast Financial Group, Inc.'s key employees 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.
  • Director Of Employer Sponsored Plans: W. J. F.
  • Assistant Portfolio Manager: K. O.

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