NEW ENGLAND FINANCIAL SERVICES

Overview

New England Financial Services is an independent registered investment adviser organized as a limited liability company that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm’s advisory activity centers on financial planning and portfolio management for individuals and small businesses, and it lists pension consulting among its service offerings. Investment activity is concentrated in publicly traded equities and exchange‑traded products, with a relatively small overall asset base and a client roster that points to personalized, relationship-driven management rather than institutional scale. The firm is not an active ESG investor and is classified as an independent RIA with an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices