New England Investment & Retirement Group, Inc.

New England Investment & Retirement Group, Inc. (CRD# 133096) is a financial advisory firm headquartered in North Andover, MA. They manage $526,024,508 in 1,689 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    526
    MILLION
  • Total Number of Accounts
    1,689
    ACCOUNTS
  • Average Account Value
    $311,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, TX, VA, VT

Financial Advisors at New England Investment & Retirement Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Brian C. Pirri
CRD#: 5414908
231 Sutton Street, Suites 2a & 2b, North Andover, MA 01845
96
Wealthminder
score

Brian Pirri (CRD# 5414908) is an Investment Advisor Representative working at New England Investment & Retirement Group, Inc. in North Andover, MA and has over 10 years of experience in the finance industry. Brian Pirri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Miriam C. Weiler
CRD#: 3172169
231 Sutton Street, Suites 2a/2b, North Andover, MA 01845
96
Wealthminder
score

Miriam Weiler (CRD# 3172169) is an Investment Advisor Representative working at New England Investment & Retirement Group, Inc. in North Andover, MA and has over 17 years of experience in the finance industry. Miriam Weiler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas P. Morris
CRD#: 4273906
231 Sutton Street, Suites 2a/2b, North Andover, MA 01845
93
Wealthminder
score

Thomas Morris (CRD# 4273906) is an Investment Advisor Representative working at New England Investment & Retirement Group, Inc. in North Andover, MA and has over 16 years of experience in the finance industry.

4
Stephen E. Riley
CRD#: 5341037
231 Sutton Street, Suites 2a/2b, North Andover, MA 01845
93
Wealthminder
score

Stephen Riley (CRD# 5341037) is an Investment Advisor Representative working at New England Investment & Retirement Group, Inc. in North Andover, MA and has over 10 years of experience in the finance industry.

5
Lester E. Satlow
CRD#: 4548345
231 Sutton Street, Suites 2a/2b, North Andover, MA 01845
90
Wealthminder
score

Lester Satlow (CRD# 4548345) is an Investment Advisor Representative working at New England Investment & Retirement Group, Inc. in North Andover, MA and has 1 year of experience in the finance industry. Lester Satlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Nicholas J. Giacoumakis
CRD#: 1887595
231 Sutton Street, Suites 2a/2b, North Andover, MA 01845
63
Wealthminder
score

Nicholas Giacoumakis (CRD# 1887595) is an Investment Advisor Representative working at New England Investment & Retirement Group, Inc. in North Andover, MA and has over 29 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.