Northeast Financial Strategies, Inc.

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Introduction

"Financial Strategies That Fit Your Needs" Northeast Financial Strategies Inc. is a financial services organization with highly trained professionals working together to provide products and services to individuals and business owners. We offer financial and estate planning, investments, insurance, accounting, payroll, income tax preparation and notary public services. We are dedicated to problem solving which is reflected in our diversified portfolio of resources.

Overview

4 employees

48 years in business

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Square cash app, and Venmo.

Social media

Facebook

Featured Projects

4 photos

Reviews

5.0

1 review

5

100%

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Kathy M.

Feb 25, 2014

Great company. These guys really know their stuff.

Northeast Financial Strategies, Inc.'s reply

Thanks Kathy!

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
All new tax clients receive $30 off tax preparation services. Veterans, Military, Police, Fire & EMT also receive $30 off every year!
What is your typical process for working with a new customer?
With COVID, we can be fully remote. We have an organizer and online portal for document submission. And meetings can be held by zoom or telephone.