Northeastern Financial Partners, LLC - Williamsville, New York

Northeastern Financial Partners, LLC

Una empresa de asesoramiento financiero con sede en Williamsville, Nueva York, Estados Unidos.

Con más de 20 años de experiencia en el mercado, Northeastern Financial Partners, LLC ofrece servicios de asesoramiento financiero personalizado a individuos y familias.

La empresa cuenta con una experiencia probada en la creación de planes financieros a largo plazo, incluyendo planes de jubilación, planes de ahorro para la educación y planes de herencia.

Los clientes de Northeastern Financial Partners, LLC pueden esperar recibir atención personalizada y asesoramiento financiero experto para alcanzar sus objetivos financieros.

Especialidades

Financial planner

Los especialistas en planificación financiera de Northeastern Financial Partners, LLC trabajan estrechamente con sus clientes para entender sus necesidades y objetivos financieros, y desarrollar planes personalizados para alcanzar la estabilidad financiera y la seguridad.

Otras características

La empresa ofrece una atención personalizada a cada cliente, y cuenta con una experiencia probada en la creación de planes financieros a largo plazo.

Los clientes de Northeastern Financial Partners, LLC pueden esperar recibir una atención personalizada y asesoramiento financiero experto para alcanzar sus objetivos financieros.

La empresa también ofrece una ubicación conveniente en Williamsville, Nueva York, lo que la hace accesible para los clientes de la región.

Dirección y contacto

Teléfono: 716-635-6800

Sitio web: www.northeasternfinancialpartners.com

Address: 5780 Main St, Williamsville, NY 14221, United States.

Opiniones

Esta empresa tiene 10 reseñas en Google My Business.

La media de las opiniones es de 4.6/5.

Los clientes han destacado la atención personalizada y el asesoramiento financiero experto que reciben de los especialistas en planificación financiera de Northeastern Financial Partners, LLC.

Una de las opiniones destacó la confianza que los inversores tienen en los planes financieros creados por la empresa, ya que han demostrado resultados positivos en sus inversiones.

En general, los clientes han sido satisfechos con los servicios de asesoramiento financiero de Northeastern Financial Partners, LLC, y han recomendado la empresa a otros.

👍 Reviews of Northeastern Financial Partners, LLC

Kevin K.

5/5

I have had nothing but positive financial results since investing with Northeastern. There attention to both large and small portfolios show there truly building for our future. Forward thinking and adjustments to the economy has investors confident in there retirement plans. I highly recommend there services!

Justin R.

5/5

I have been with Northeastern Financial Partners, LLC since 2019. I rolled over my retirement plan with them when switching jobs and they could not have done a better job. They pick up my call whenever I need something and have done very well with my retirement fund. I highly recommend them.

Craig R.

1/5

Beware of what they promise and what they deliver. Mike Marlowe convinced my parents, 81 and 83, that they needed life insurance. He set up a $150,000 Whole Life plan, took $60,000 from my parents and said this covers the premiums. Now we are getting lapse notices that we owe several thousand $ in premiums to keep the policy active. Phone calls to Northeastern and JohnHancock insurance go unanswered and we have no idea what is going on. Who sells Whole Life insurance to people 81 and 83 with premiums payable to age 121!!! Thats what the policy says.
Stay away from the company, do you research and run the other way!!!
They lie, ignore requests for information and are willing to collect commissions but refuse to service the customer.
We are out over $ 80,000 and have no life insurance and my mom has no money to live on.

Randy M.

5/5

Our professional relationship started with a letter to John Hancock regarding an insurance policy we had but the previous agent had gotten out of the business. John Hancock referred us to Agent Leonard Picone with Northeastern Financial Partners, LLC (hereafter referred to as NFP). Mr. Picone came to our home and we straightened out the policy issue and discussed other financial matters, particularly our future plans for our retirement and school for our grandchildren. Since that time, which was about 11 years or so ago, we have come to rely on Mr. Picone and NFP for our retirement income plan, insurance policies and other financial interests. We have been completely satisfied with NFP's work and advice and would recommend them to anyone else who is trying to obtain piece of mind for retirement in this uncertain world.

Richard E.

5/5

I started working with NEFP just before Covid hit and thank god i did. Extremely tricky 20 months to forecast and this group has taken excellent care of my wife and I. Weekly zooms, trips to Manhattan. They've balanced financial risk/rewards better than i could have hoped for. much appreciated on all fronts. thanks team

Kyle R.

5/5

I have been a client since 2019, when I changed jobs and rolled over a retirement account to NFP, LLC. I have always received fast responses to my questions, and have always felt like my account manager was acting in my best interests. I would highly recommend NFP.

Hagen G.

5/5

I have been working with Anthony and his team for a number of years and always receive top class treatment and advice. You can always trust them to be fully informed, which is crucial. I trust them 100% with my investments and have yet to be disappointed.

John S.

5/5

I have been a client for over 15 years. This company prides itself on professionalism . Anytime I have had a question they have always been quick to respond and are very knowledgeable. The office staff is friendly and willing to help me when ever I call. I would highly recommend this company .