About Founded in 1987, Northeast Financial Group, Inc. (NEFG) is an independent Registered Investment Advisory firm. NEFG maintains a commitment to providing comprehensive fiduciary and investment services for our clients. Our Philosophy & Commitment While it’s common to fall into a random, point-solution driven approach to managing wealth, the true key lies in an integrated vision of your overall asset management. Too often, we see the best-laid plans of individuals fall short of their potential due to an unstructured approach to managing their financial lives. Maximum value is gained when a plan is developed and monitored that encompasses all aspects of your financial picture – and that is where our expertise lies. NEFG believes a holistic approach to wealth management results in a better understanding of your goals and the steps needed to achieve them. Committed to your future Putting your interests above our own, and acting in your best interests at all times. Ensuring our advice is based on thorough and accurate analysis, and following an effective due diligence process in reviewing potential investments. Providing full disclosure of all relevant information to you. Never mislead clients. The NEFG Difference Client Service Our proactive approach to client service is a large component to our methodology. We develop personable relationships with our clients that build trust and mutual respect. Our team understands the value of time. Open Architecture We only offer financial products that are best suited for our client’s interest. This type of guidance eliminates conflict of interest and ensure the highest fiduciary standards. Our success is aligned with the success of our client’s portfolios. Alternate Income Funds & Investing Our clients’ interests are consistent with ours. We deploy our own funds and resources into the same opportunities we present to qualified investors. This harmony allows for the highest ethical standards. Leadership Josh Laychock Principal & Senior Portfolio Manager Robert Hackenberg Principal & Senior Portfolio Manager Advisor Team Ronald C. Berger Investment Advisor Representative Mark D. Hullinger Portfolio Manager Peter Pape Investment Advisor Representative William J. Fisher Director of Employer Sponsored Plans Marianne Bloom Client Service & Operations Manager – Individual Clients Barbara Hart Client Service & Operations Manager – Retirement Plans Rina Cafro Client Service Associate Denise Reichardt Financial Sales Assistant Jillian Laychock Client Services Project Manager Careers At NEFG, we take great pride in our people. We do our best to ensure a positive and healthy work environment that allows all employees to grow in their respective positions and as individuals. We offer a relaxed atmosphere where employees are encouraged to express their opinions as well as to understand and respect the opinions of others. View Open Positions Financial Wellness Program We understand your financial goals are unique to you, and your path to achieving them requires careful goal-setting, diligent planning, and ongoing monitoring of your investment decisions. View Financial Wellness Program Join our newsletter Subscribe Northeast Financial Group named to 2019 Financial Times 300 Top Registered Investment Advisors. View Article Tannersville (HQ) 2813 Route 611, P.O. Box 531 Tannersville, PA 18372 Allentown 3435 Winchester Road, Suite 102 Allentown, PA 18104 Wyomissing 999 Berkshire Boulevard, Suite 100 Wyomissing, PA 19610 ph: (570) 688-9898 Fax: (570) 688-2944 © Copyright 2021 Northeast Financial Group, Inc. Privacy Policy | Disclosure | ADV | CRS Disclosure: Investment Advisory Services offered through Northeast Financial Group, Inc., which is independently owned and operated. Securities offered through Leigh Baldwin & Co., LLC Member Check the background of this firm and your advisor on FINRA’s BrokerCheck | SIPC Accounts carried by: National Financial Services, LLC Member: NYSE