Kohlhepp Investment Adv

Northeast Financial Group, based in Tannersville, PA, is an independent fiduciary partner specializing in developing tailored financial solutions for organizations and individuals. With over $840 million in assets under management and 25 years of average experience in senior leadership, NEFG offers client service, open architecture, and alternate income funds investing to help clients achieve their financial goals. NEFG stands out from large institutional investment firms by providing clarity and personalized strategies for clients who may feel overwhelmed by multiple accounts. Their commitment to financial wellness includes careful goal-setting, diligent planning, and ongoing monitoring of investment decisions. As an independently owned and operated firm, NEFG offers investment advisory services through Northeast Financial Group, Inc., and securities through Leigh Baldwin Co., LLC and Charles Schwab Co., Inc.Generated from the website

Financial Group Plus Inc, located in Southampton, PA, offers comprehensive business solutions as certified public accountants and business consultants. Their services include strategic consulting, tax planning, accounting, audits, business valuations, and assistance with mergers and acquisitions. With over 40 years of experience, the firm is dedicated to providing proactive and honest support to its clients, ensuring they make informed business decisions. Their commitment to excellence has earned them a reputation for outstanding service and responsiveness in the accounting and consulting industry. Generated from the website