New England Retirement Consultants, LLC

New England Retirement Consultants, LLC (CRD# 141573) is a financial advisory firm headquartered in Boston, MA. They manage $3,456,000,000 in 16 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,456
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $216,000,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

CT, MA, ME, NJ, VA

Financial Advisors at New England Retirement Consultants, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nanci D. Morris
CRD#: 1175360
Chatham, NJ
96
Wealthminder
score

Nanci Morris (CRD# 1175360) is an Investment Advisor Representative working at New England Retirement Consultants, LLC in Chatham, NJ and has over 32 years of experience in the finance industry.

2
John R. Gepfert
CRD#: 2794125
470 Atlantic Avenue, 4th Fl, Boston, MA 02210
93
Wealthminder
score

John Gepfert (CRD# 2794125) is an Investment Advisor Representative working at New England Retirement Consultants, LLC in Boston, MA and has over 19 years of experience in the finance industry.

3
Glenn A. Jensen
CRD#: 2193905
470 Atlantic Avenue, 4th Fl, Boston, MA 02210
93
Wealthminder
score

Glenn Jensen (CRD# 2193905) is an Investment Advisor Representative working at New England Retirement Consultants, LLC in Boston, MA and has over 24 years of experience in the finance industry.

4
Doris V. Ferullo
CRD#: 5694346
470 Atlantic Avenue, 4th Fl, Boston, MA 02210
87
Wealthminder
score

Doris Ferullo (CRD# 5694346) is an Investment Advisor Representative working at New England Retirement Consultants, LLC in Boston, MA and has 1 year of experience in the finance industry.

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