Northeast Financial Strategies, Inc. is a comprehensive financial services firm based in Wrentham, MA, specializing in integrated financial planning, tax preparation, and insurance solutions. Recognized for delivering “Financial Strategies That Fit Your Needs,” the firm has been voted Best Accountant, Financial Planner, and Insurance Agency in Wrentham from 2011-2020 and awarded Local Businessperson of the Year by Alignable multiple times.
The firm takes a holistic approach to client service, combining expertise in investments, retirement, and estate planning with dedicated accounting and insurance services. Their team offers personalized guidance and tools to help individuals and families achieve long-term financial security, optimize social security benefits, and navigate complex tax regulations with hassle-free preparation and strategic consulting.
Services Offered
- Tax Preparation
- Accounting
- Bookkeeping
- Payroll Services
- Estate Planning
- Financial Consulting
- Insurance Services (Life Insurance, Insurance Reviews)
- Notary Public
- Investment Strategies
- Money Management
- Tax Planning
- Social Security Optimization
- Income Strategies
- Annuities
- Retirement Planning
- Financial Security Planning
The firm serves clients in the Wrentham area and wider New England region, providing resources such as a secure online portal for appointments and invoicing, and maintains an active role in the community through sponsorships and educational updates on financial and tax matters.
