Streamlined Financial Planning For Your Future
At Northeastern Group, we stand by our clients and abide by our mission every day. As professionals who act as a fiduciary, we are dedicated to always doing what’s in the best interest of the client. Our mission is to eliminate the stress and anxiety of making financial decisions on your own.
We are committed to maintaining the highest standards of integrity and professionalism in our financial relationships with you. We seek to learn and understand your current financial situation. Most importantly, we strive to provide you with only the highest quality information, services, and products to help you reach your goals.
President & Financial Advisor
David is a graduate of Temple University, where he completed dual degrees in economics and political science. He has been advising individuals, families, and business owners on financial planning, preparedness, and growth for almost 30 years. Throughout his career, he has also developed close personal relationships with CPAs, law experts, and a host of other professionals that make up his Virtual Family Office.
David is a connoisseur of macroeconomics and an avid student of US monetary and fiscal policy. He lives in Chester Springs PA with his wife Kerry. Together, they have four children and four grandchildren.
In addition to his work as a financial planner and advisor, David is an avid traveler, studies blockchain technology, bio hacks, exercises, spends quality time with loved ones, and even hosted a local Philly financial talk show on AM radio for almost three years.
Schedule an appointment to learn more about our services and how we may be able to help you reach your retirement goals!
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. The Northeastern Group LLC and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.