About Northeast Financial Strategies, Inc.
Northeast Financial Strategies, Inc. is a financial services organization based in Wrentham. They provide a variety of services including financial and estate planning, investments, insurance, accounting, payroll, income tax preparation, and notary public services. Clients commend the organization for its professionalism, responsiveness, and the smooth experience they provide. Reviewers emphasize the accuracy and timeliness of tax preparation services, noting how Jeffery makes the process easy and efficient. The company is recognized for its diverse portfolio of resources and a network of trusted professionals, including attorneys, realtors, bankers, and mortgage advisors. Northeast Financial Strategies, Inc. has consistently been voted #1 in the Wicked Local Awards for Accountant, Financial Planner, and Insurance Agency. Many families have enjoyed their service for years and appreciate the respectful handling of their financial affairs. They highly recommend Jeff and the team at NFS for anyone seeking financial services and look forward to future collaborations.
Had Jeff and his team do my year end taxes, filed for my first time jointly with my wife, and they made everything from start to finish very easy. They were easy to communicate with and able to answer any question I had. Highly recommend them for any of your tax filing needs!
We used Jeffery at NFS to prepare our taxes after our long time account retired. We moved and purchased a new home out of state which made our return a little more complicated. Jeffrey was great and made it very easy. We highly recommend Jeffrey.
This is our second year working with Jeff and he is great. He is knowledgeable and very helpful with the various questions we had regarding our small business. He was quick to get back to us with our return and truly is a professional that is kind and personable.
We look forward to working with him in the future!