Brian & Tina

"I wanted somebody that was not new in the market, but had very good experience but also wasn't bound to old ideals or old-fashioned ways. I wanted somebody that was current and relevant."
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"I think that was part of one of the issues is that we weren't aligned on how our finances should be taken care of. To go through this process together with James, he's brought us both on this journey and we're now at the same place."
Story after story.
Learn what our people say about Northeast Wealth.