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Northeast Financial Strategies Inc

Founding Member
Jeffrey N. Schweitzer, EPA, CEP, ATP, RTRP
667 South Street, Wrentham, ma 2093

Servicing Areas:

Norfolk
Bristol
ANYWHERE YOU ARE

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.

Qualifications

EPA, CEP, ATP, RTRP

Professional Designation
Accountant
Bookkeeper
Payroll Professional
PTIN
Tax Advisor
Tax Preparer
Services Offered
Business bookkeeping
Business startups
Business taxes
C corp taxes
Nonprofit taxes
Partnership taxes
Personal bookkeeping
S corp taxes
Tax planning
Tax preparation
Trusts and estate taxes
Household employer payroll
Accepting remote clients
Accepting new clients for:
Business bookkeeping
Business startups
Business taxes
C corp taxes
Household employer payroll
Nonprofit taxes
Partnership taxes
S corp taxes
Tax planning
Tax preparation
Trusts and estate taxes
Industries Served
Any/All Industries
Languages Spoken
English
Software Used
Apple/Mac Platforms
QuickBooks Desktop
QuickBooks Online
Price Point
$$
Offers a discount when found on bookkeepinghelp.com

Meet The Team