About
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.
Leadership
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
Peter Pape
Investment Advisor Representative
Jon Kline
Investment Advisor Representative
Kyle O’Neill
Assistant Portfolio Manager
Denise Reichardt
Financial Sales Assistant
Jillian Laychock
Client Services Project Manager
Careers
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.