Northeast Financial Strategies Inc. Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Northeast Financial Strategies Inc. operates in the financial services sector, serving individuals and small businesses with a broad set of planning and support services. The firm provides financial and estate planning, insurance across lines, investments, as well as accounting, bookkeeping, income tax preparation, payroll and notary services. It also collaborates with professionals in mortgage, real estate, and law to develop integrated plans that address clients' broader financial needs.

Based in Wrentham, Massachusetts, the company has a small professional team focused on delivering practical guidance. In 2020, it received local recognition as the top accountant and top financial planner in Wrentham, along with a Bronze Regional Award in the Accountant category.

Find Northeast Financial Strategies Inc. employees' phone numbers or email addresses

Northeast Financial Strategies Inc. Global Highlights

Location
Employees

Asia
19

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  • Philippines
    19

North America
9

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  • United States Of America
    9

Northeast Financial Strategies Inc.'s Leadership

  • Stylized image of a person
    D. D.
    President
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  • Stylized image of a person
    C. J. B.
    Principal
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  • Stylized image of a person
    D. S.
    Payroll Specialist
    Phone icon
  • Stylized image of a person
    J. E.
    Secretary, Board Of Directors
    Phone icon
  • Stylized image of a person
    J. S.
    Tax & Financial Services Professional | President
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  • Stylized image of a person
    J. T. C.
    Clinical Qa Document Specialist
    Phone icon

Northeast Financial Strategies Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Northeast Financial Strategies Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. D.
    President
    Phone icon
    United States
    Jan 29, 2026
  • Stylized image of a person
    C. J. B.
    Principal
    Phone icon
    United StatesMaine
    Mar 25, 2026
  • Stylized image of a person
    D. S.
    Payroll Specialist
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. E.
    Secretary, Board Of Directors
    Phone icon
    United StatesMassachusetts
    Jul 27, 2024
  • Stylized image of a person
    J. S.
    Tax & Financial Services Professional | President
    Phone icon
    United StatesMassachusetts
    Apr 16, 2026
  • Stylized image of a person
    J. T. C.
    Clinical Qa Document Specialist
    Phone icon
    PhilippinesDavao
    Apr 16, 2026

Frequently Asked Questions

What is Northeast Financial Strategies Inc. known for?

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Northeast Financial Strategies Inc. operates in the Financial Services industry. The company's main headquarters is located in 844 Franklin Street Unit 8 Wrentham, Massachusetts United States. Explore Northeast Financial Strategies Inc.'s company overview page for more information.

What is Northeast Financial Strategies Inc.'s most common email format?

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Northeast Financial Strategies Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Northeast Financial Strategies Inc. email formats with LeadIQ.

How many employees does Northeast Financial Strategies Inc. have currently?

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Northeast Financial Strategies Inc. has approximately 4 employees as of July 2026. These team members are located across 2 continents, including AsiaNorth America.

Who are Northeast Financial Strategies Inc.'s key employees and leadership?

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As of July 2026, Northeast Financial Strategies Inc.'s key employees include:

  • President: D. D.
  • Principal: C. J. B.
  • Payroll Specialist: D. S.
  • Secretary, Board Of Directors: J. E.
  • Tax & Financial Services Professional | President: J. S.

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