New England Financial

Mike S is the CEO of New England Financial. To contact Mike S email at [email protected].

The decision makers in New England Financial are Aimee Robertson, Brian Isham, Faucher Andre, etc. Click to Find New England Financial decision makers emails.

New England Financial provides a comprehensive range of financial services tailored to meet the unique needs of high-net-worth families, business owners, and professionals. Our offerings include wealth management, estate planning, retirement planning, tax-efficient wealth strategies, and business continuity planning. We focus on creating customized solutions that align with our clients' financial goals and aspirations.

At New England Financial, we understand that estate planning is crucial for preserving wealth across generations. Our approach involves a thorough analysis of your financial situation, family dynamics, and long-term goals. We work closely with clients to develop a comprehensive estate plan that may include wills, trusts, and strategies to minimize estate taxes, ensuring that your assets are distributed according to your wishes while protecting your family's financial future.

Business continuity planning is a strategic approach that ensures a business can continue operating during and after a disruptive event. At New England Financial, we help business owners identify potential risks and develop plans to mitigate those risks. This includes creating contingency plans for financial stability, operational resilience, and maintaining key relationships. Effective business continuity planning protects your investment and ensures long-term success.

Yes, New England Financial specializes in retirement planning, helping clients prepare for a financially secure retirement. Our team assesses your current financial situation, retirement goals, and lifestyle preferences to create a personalized retirement strategy. We consider various factors, including income sources, investment strategies, and tax implications, to ensure you can enjoy your retirement years without financial worry.

Tax-efficient wealth strategies are designed to minimize your tax liabilities while maximizing your investment returns. At New England Financial, we analyze your financial situation to identify opportunities for tax savings through various investment vehicles, tax-deferred accounts, and strategic asset allocation. By implementing these strategies, you can enhance your overall wealth accumulation and preserve more of your hard-earned money for future generations.

New England Financial primarily serves high-net-worth families, business owners, and professionals across various industries. Our clients often seek personalized financial solutions that address their unique challenges and goals. We pride ourselves on building long-term relationships based on integrity and professionalism, ensuring that we understand and meet the evolving needs of our clients.