Surge & Kavita

"The service that we were expecting is amazing, probably above and beyond. The constant check-ins were really good, because you always have Northeast at the back your mind, or at the forefront of your mind- really in everything that we were doing."

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"I think one of the first questions our advisor asked us, "Okay, you've got a child, you've got a mortgage, you've got a car, you want holidays, you've got all these expenses, then they go to high school. Those expenses are going to be there whilst they go to high school, where are you going to come up with all these extra money from?" We looked at him like, "I have no idea," but, now we do. It's just about that planning and structure that helped us to see it a bit more clearer."But you can still enjoy your lifestyle though?‍

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Learn what our people say about Northeast Wealth.

"If someone was looking at financial advisory services, I would definitely recommend Northeast because of that personal branding, that part of the building the relationship."

"The service that we were expecting is amazing, probably above and beyond. The constant check-ins were really good, because you always have Northeast at the back your mind, or at the forefront of your mind- really in everything that we were doing."

"The amount of money I'll have come retirement time and how that will serve me. Knowing that as I get older, I will be okay. When I lose that ability to work that I have that financial security. Discussing that now brings me peace of mind."

“They’re straight to the point, they’re not going to dilly dally around and tell us things that we want to hear, rather than what we need to hear.”

"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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