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Theresa Pluskey

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.·NORTH ANDOVER, Massachusetts
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231 SUTTON STREET, NORTH ANDOVER, MA 01845CRD# 3220633Firm CRD# 133096
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.
NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.
AUM
$766M
Regulatory assets under management
Employees
15
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3220633
Firm CRD# 133096
5 disclosures on file
View on FINRA BrokerCheck →

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05

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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Brian Christopher Pirri — NEIRG WEALTH MANAGEMENT, LLCJeffrey David Slater — MUNICREST INVESTMENT MANAGEMENT COMPANY, LLCSamuel James Conte — MASSACHUSETTS WEALTH MANAGEMENT, LLCNicholas John Giacoumakis — NEIRG WEALTH MANAGEMENT, LLCDennis Michael Galvin — NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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