Northeast Financial Strategies Inc
Servicing Areas:
Northeast Financial Strategies Inc. is a financial services organization with highly trained professionals working together to provide products and services to individuals & business owners. We are dedicated to problem solving which is reflected in our diversified portfolio of resources. We offer Financial & Estate Planning, Investments, Insurance, Accounting, Payroll, Income Tax Preparation, & Notary Public Services for Individuals & Small Businesses. We also have a network of trusted attorneys, realtors, bankers and mortgage advisors we work with regularly. Since opening our office in Wrentham in the Fall of 2010, Northeast Financial Strategies has consistently been voted by readers #1 in the Wicked Local Awards in the categories of Accountant, Financial Planner and Insurance Agency. We have also brought home Regional Favorite Awards in the Accountant & Financial Planner categories consistently since 2016.
Jeffrey Schweitzer, President, joined Northeast Financial Strategies in January of 1998 after graduating from The Maine Business School at the University of Maine at Orono in December of 1997. He graduated with a Bachelor of Science degree in Business Administration and a Management Concentration and was awarded the University of Maine Presidential Achievement Award. Having grown up in Norfolk, MA, he is also a graduate of King Philip Regional High School in Wrentham, MA. Jeffrey was voted Wrentham’s 2020-2021 Local Businessperson of the Year by local businesses on Alignable.com and won the same award again in 2022 and 2023.
EPA, CEP, ATP, RTRP
Meet The Team




