$5+ trillion
In invested assets globally
As of 11/07/2023
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
At the Northeast Financial Group, we are counted on by a wide array of Corporate Retirement Plan Sponsors and their trusted advisors. Consulting with more than 70 corporate, non-profit and public institutions, we help plan participants get the education and guidance they need to face retirement realities of today. Working closely with wealthy families, our team offers all of the personal attention of an intimate practice with the strength, security and expertise of UBS, one of the largest wealth managers in the world.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Senior Portfolio Manager
Managing Director–Wealth Management
Senior Portfolio Manager
Investment Associate
CERTIFIED FINANCIAL PLANNER™
Investment Associate
Chartered Retirement Plans Specialist℠
Wealth Strategy Associate
Chartered Retirement Plans Specialist℠
Senior Vice President–Wealth Management
Senior Portfolio Manager
Managing Director–Wealth Management
Senior Portfolio Manager
Investment Associate
CERTIFIED FINANCIAL PLANNER™
Investment Associate
Chartered Retirement Plans Specialist℠
Wealth Strategy Associate
Chartered Retirement Plans Specialist℠
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. Our team can work with ERISA attorneys, 401(k) auditing firms, financial advisors and investment bankers to help you meet your needs.
As Senior Institutional Consultants, we take the time to understand your organization's unique culture and provide the experience, resources and industry longevity to help simplify plan complexity. Our clients span various industries and we offer extensive experience with all the major providers, servicing over 5,000 employees and approximately $2 Billion in qualified plan and individual client assets (as of 12/19).
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
Retirement check-in and 2024 preview
Regardless of whether you have decades left to save for retirement, are transitioning into retirement, or are already enjoying your retirement years, it's always a good idea to have a regular check-in with your retirement plan.
