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 9 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 16 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 9 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 28 years of experience in the finance industry.

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