Northeast Investment Group
Categories
Financial & Investment Services
About Us
Through life's ups and downs, the Northeast Investment Group is here with real-life wealth management services so you can easily and confidently make sense of your finances in today's complex world. To us, you're not just a client. You're part of our family. That's why we make it convenient for you to get the education and guidance you need to make important decisions to help you both grow and preserve your wealth.
Rep/Contact Info
Luis Dolan CRC
received extensive nancial planning experience. After running his own business for a few
years, Luis returned to his passion for financial planning which eventually led him to become a Managing Partner at Northeast Investment Group. Luis grew up in Rumford, Rhode Island and now resides in Revere, Massachusetts with his wife and son.
Jason Ruel MBA, CFP®
Jason has been in the financial services industry since 2010 and is a Managing Partner at Northeast Investment Group. Jason studied computer science at Boston College and went on to get his Masters in Computer Vision and Graphics from Boston University. After working in the computer science industry, Jason decided to make a career change and obtained his MBA in Finance and Entrepreneurship from the University of Washington. Jason grew up and currently resides in Mattapoisett, Massachusetts.
Robert Searle CFP®
Managing Partner at Northeast Investment Group where he is committed to helping his clients reach their financial goals.