Nick is the president and founder of New England Investment & Retirement Group, Inc (“NEINV”). He established the fourteen-member firm in 1995, after spending seven years as a financial representative with PFS Investments, a Broker/Dealer firm now owned by Citigroup. Nick is a Investment Adviser Representative providing investment advisory, wealth management, and group plan services through Commonwealth Financial Network.
Nationally recognized for his achievements, Nick has been ranked among the top financial advisors in the country by several different publications. For two years in a row, Barron's has named Nick as a *Top 1,000 Adviser in the country and Top 25 in Massachusetts (#22 in 2009 and #21 in 2010). In 2010, Boston Magazine recognized Nick as a **FIVE STAR Wealth Manager and one of the top advisors in the Boston area. In 2008, the Boston Business Journal named him as a ***Top 50 Adviser in Massachusetts, ranking him #17. In 2008, Financial Advisor magazine ranked NEINV as the 9th fastest growing investment advisory firms in the country for firms that management between $300 million to $500 million in total client assets.
Nick has been a member of Commonwealth Financial Network's Chairman's Council for six years and was a founding member in 2004. He has published various financial articles, which can be found in the Boston Business Journal and the Investment Advisor magazine. Nick holds FINRA Series 6, 7, 24, 26, 63 and 65 registrations with Commonwealth as well as Massachusetts and New Hampshire life, accident, and health producer licenses.
Nick's interests include skiing, golfing, martial arts, and reading. Nick and his wife, Laura, have three children and have been married for 15 years. He enjoys spending time with his family and watching his children grow and learn.
nick@neinv.com
*Rankings based on data provided by over 4,000 of the nation's most productive advisors. Factors included: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients risk tolerance than by an advisors' investment picking abilities.
**Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
***The Winner's Circle® is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or is affiliates, financial advisors or the media in exchange for ranking purposes. The Winner's Circle team vetted each nominated advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, compliance records, discussions with management and more. The Winner's Circle focuses on customer satisfaction and client retention. Portfolio performance is not a criteria.
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.
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