Northeast Financial Group Revenue
Financial Services • 
South Whitehall, Pennsylvania, United States • 21-50 Employees
Northeast Financial Group revenue & valuation
| Annual revenue | $11,700,000 |
| Revenue per employee | $509,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $37,500,000 |
| Total funding | No funding |
Key Contacts at Northeast Financial Group
William J. Fisher
Director Of Employer Sponsored Plans
Robert Hackenberg
Chief Compliance Officer Cco & Investment Advisor Representative, Past President, Ceo & Founder
Josh Laychock
Owner/ Principal
Company overview
| Headquarters | 3435 Winchester Rd, Suite 102, Allentown, PA 18104, US |
| Phone number | +15706882944 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Wealth Management, Financial & Estate Planning, Private Debt, Investment Management Services, Employer Sponsored Retirement Services, Qualified Plan Fiduciary Services, Alternative Investment Opportunities, 1031 Real Estate Tax-Free Exchanges |
| Founded | 1987 |
| Employees | 21-50 |
| Socials |
Northeast Financial Group Email Formats
Northeast Financial Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@nefginc.com), used 81.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@nefginc.com | 81.2% |
{first name}{last name} | johndoe@nefginc.com | 12.5% |
{last name}{last name} | doedoe@nefginc.com | 6.2% |
About Northeast Financial Group
Northeast Financial Group, an independent Registered Investment Advisory firm located in northeast Pennsylvania, has been providing fiduciary based guidance to our clients throughout the United States for over 25 years. Specializing in providing investment consulting to wealthy families and institutions, we utilize an open architecture platform, coupled with full transparency and personalized service. We invest alongside our clients. Our approach fosters a common goal between our clients and ourselves – their success. As an SEC Registered Investment Advisor, we are bound by a fiduciary duty to act in your best interest. Building a special relationship of trust with you, we commit to: - 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. For more details about our registration status, business operations, services and fees please see the disclosures on our website listed below or visit the SEC’s website at (www.adviserinfo.gov).
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Northeast Financial Group has 8 employees across 4 departments.
Departments
Number of employees
Funding Data
Northeast Financial Group has never raised funding before.
Northeast Financial Group Tech Stack
Discover the technologies and tools that power Northeast Financial Group's digital infrastructure, from frameworks to analytics platforms.
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