Founded in 1987, Northeast Financial Group, Inc. (NEFG) is an independent Registered Investment Advisory firm.  NEFG maintains a commitment to providing comprehensive fiduciary and investment services for our clients. 

Our Philosophy & Commitment

While it’s common to fall into a random, point-solution driven approach to managing wealth, the true key lies in an integrated vision of your overall asset management.

Too often, we see the best-laid plans of individuals fall short of their potential due to an unstructured approach to managing their financial lives. Maximum value is gained when a plan is developed and monitored that encompasses all aspects of your financial picture – and that is where our expertise lies.

NEFG believes a holistic approach to wealth management results in a better understanding of your goals and the steps needed to achieve them.

Committed to your future

  • 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.

The NEFG Difference

Client Service

Our proactive approach to client service is a large component to our methodology. We develop personable relationships with our clients that build trust and mutual respect. Our team understands the value of time.

Open Architecture

We only offer financial products that are best suited for our client’s interest. This type of guidance eliminates conflict of interest and ensure the highest fiduciary standards. Our success is aligned with the success of our client’s portfolios.

Alternate Income Funds & Investing

Our clients’ interests are consistent with ours. We deploy our own funds and resources into the same opportunities we present to qualified investors. This harmony allows for the highest ethical standards.


Josh Laychock

Principal & Senior Portfolio Manager

Robert Hackenberg

Principal & Senior Portfolio Manager

Advisor Team

Ronald C. Berger

Investment Advisor Representative

Mark D. Hullinger

Portfolio Manager

Alex Lippitt

Portfolio Manager

Peter Pape

Investment Advisor Representative

William J. Fisher

Director of Employer Sponsored Plans

Jon Kline

Investment Advisor Representative

Camerone V. Giancaterino

Investment Advisor Representative

Thomas R. Sylvester

Investment Advisor Representative

Marianne Bloom

Client Service & Operations Manager – Individual Clients

Barbara Hart

Client Service & Operations Manager – Retirement Plans

Karen Franklin

Client Service & Operations Assistant

Rina Cafro

Client Service Associate

Denise Reichardt

Financial Sales Assistant

Erin Monie

Financial Operations Specialist

Jillian Laychock

Client Services Project Manager


At NEFG, we take great pride in our people. We do our best to ensure a positive and healthy work environment that allows all employees to grow in their respective positions and as individuals. We offer a relaxed atmosphere where employees are encouraged to express their opinions as well as to understand and respect the opinions of others.

Financial Wellness Program

We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning, and ongoing monitoring of your investment decisions.