NEINV Featured in Article by Leading Online Site for Benefits Professionals, the leading resource site for benefit professionals, has featured NEINV as an industry leader and asked Tom Morris, Director of Group Retirement Plans, about how NEINV is preparing 401(k) clients for the potential turn of the bull market.  Click here for access to the article and Tom’s response.

Growth Continues at New England Investment and Retirement Group as it Welcomes Tom Morris as Director of Group Plans

June 11, 2014 – North Andover, MA - New England Investment and Retirement Group, Inc. (NEINV) announced today that Tom Morris has joined the firm as Director of Group Retirement Plans.  In this role, Mr. Morris, an industry veteran of 14 years, provides financial guidance and solutions to NEINV’s group retirement plan clients.  Tom’s experience includes advisory roles at TD Ameritrade, Fidelity, as well as Valic, a group plan specialist. “Tom’s experience and personality compliments the need of NEINV’s plan clients perfectly.  His experience with clients of various intricacies enables him to navigate complex matters swiftly and effectively.  Tom is highly-regarded because he provides proactive, custom solutions and takes ownership of client matters.  We are thrilled to have him aboard and dedicated to this growing segment of our business which focuses on group plans in the small and medium size marketplace,” says Nick Giacoumakis. “It was evident since I was working […]

RIABiz Article Features NEINV and Patrick Sheppard

NEINV’s hiring of Patrick Sheppard and its impact on the firm’s clients and operations has recently been featured by RIABiz, an online financial industry publication.  Click here to read the article.