Unclaimed Profile

Theresa Pluskey

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.·NORTH ANDOVER, Massachusetts

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

231 SUTTON STREET, NORTH ANDOVER, MA 01845CRD# 3220633Firm CRD# 133096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Theresa Pluskey · NORTH ANDOVER, MA

Registration

CRD #3220633 · NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Theresa Pluskey is a registered financial advisor based in NORTH ANDOVER, Massachusetts, affiliated with NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

AUM

$766M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 3220633

Firm CRD# 133096

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theresa Pluskey offer?

Theresa Pluskey specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NORTH ANDOVER, Massachusetts for a consultation.

What are Theresa Pluskey's credentials?

Theresa Pluskey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theresa Pluskey located?

Theresa Pluskey is based in NORTH ANDOVER, Massachusetts, working with NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.. Their office serves clients in the NORTH ANDOVER metropolitan area and surrounding communities.

How does Theresa Pluskey charge for services?

Theresa Pluskey's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.?

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. has approximately 15 employees and manages $766M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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