NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

NORTH ANDOVER, Massachusetts·4 registered advisors·CRD# 133096

SEC# 801-676792978-975-2559

01

Firm Overview

AUM

$766M

Regulatory assets under management

Employees

15

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

4 registered advisors

Dennis Michael Galvin

NORTH ANDOVER, Massachusetts

Laura Giacoumakis

NORTH ANDOVER, Massachusetts

Peter Francis Flynn

NORTH ANDOVER, Massachusetts

Theresa Pluskey

NORTH ANDOVER, Massachusetts

05

Office Locations

NORTH ANDOVER, Massachusetts

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Data sourced from SEC Form ADV filings. NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC. (CRD# 133096) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.