About NFS

Northeast Financial Strategies Inc. is a financial services organization with highly trained professionals working together to provide products and services to individuals & business owners. We are dedicated to problem solving which is reflected in our diversified portfolio of resources. We offer Financial & Estate Planning, Investments, Insurance, Accounting, Payroll, Income Tax Preparation, & Notary Public Services for Individuals & Small Businesses. We also have a network of trusted attorneys, realtors, bankers and mortgage advisors we work with regularly.



Jeffrey N. Schweitzer, EPA, CEP, ATP, RTRP

800-560-4NFS Extension 14


Jeffrey Schweitzer, President, joined Northeast Financial Strategies in January of 1998 after graduating from The Maine Business School at the University of Maine at Orono in December of 1997. He graduated with a Bachelor of Science degree in Business Administration and a Management Concentration and was awarded the U Maine Presidential Achievement Award. Having grown up in Norfolk, MA, he is also a graduate of King Philip Regional High School in Wrentham, MA.
Jeff holds his Life, Accident and Health Insurance Broker`s License. He has earned the Estate Planning Associate (EPA) designation, the Certified Estate Planner (CEP) designation, is an Accredited Tax Preparer (ATP) through ACAT and has also attained the Registered Tax Return Preparer (RTRP) through the Internal Revenue Service (IRS) as well as the IRS’ Annual Filing Season Program (AFSP) Record of Completion. He is a member of the National Institute of Certified Estate Planners (NICEP) , the National Association of Tax Professionals (NATP) , the Massachusetts/Rhode Island NATP Chapter, as well as elected Secretary of the Board of Directors of the MASS/RI NATP Chapter, the National Society of Tax Professionals (NSTP), the National Society of Accountants (NSA) , the National Ethics Association (NEA), the National Notary Association (NNA) , a life member of the National Eagle Scout Association (NESA) & a life member of the University of Maine Alumni Association (UMGAA). Jeff has served 3 years as Treasurer on the board of directors for the Wrentham Youth Baseball Softball Association (WYBSA), 1 year as Ice Coordinator for King Philip Walpole Youth Hockey (KPWYH) and served as Treasurer on the board of directors for King Philip Walpole Youth Hockey (KPWYH) for 5 years. He has been a Wrentham Elementary School Council member since 2016 and has been a member of the Tri-County Regional Vocational Technical High School (TCRVTHS) Sports Boosters since 2017, most recently being elected Treasurer starting in July of 2020.


 Jeff currently resides in Wrentham, Massachusetts, with his wife Dawn of 20+ years, daughters Camden, Callie, & Neila. In his spare time he enjoys coaching youth sports, giving back to the community and following his girls from court to field to rink.



Michelle DeSousa, Bookkeeper

800-560-4NFS Extension 10


A native of Norfolk, MA, Michelle is a graduate of King Philip Regional High School and Framingham State University. In October of 2010, she joined Northeast Financial Strategies and performs all aspects of bookkeeping support for our small business clients.
When not crunching the numbers at the office Michelle enjoys a good book or spending time with her husband Rob and children Dylan and Alicia.


James J. Schweitzer, MBA, CLU, ChFC, CFP

800-560-4NFS Extension 11



After serving four tours in Vietnam, Jim Schweitzer received his B.S. in Business Administration and an MBA in accounting and finance from the University of New York at Buffalo – Magna Cum Laude. He started a long carer in the financial services industry in 1975 and formed Northeast Financial Strategies in 1988.

Enjoying his retirement since September of 2016, Jim’s likes to spend time with his three granddaughters, spend time sailing on his yacht “Papillion”, volunteering at the Norfolk Senior Center, the Hockomock YMCA or the VA Hospital, or sharing his knowledge and wisdom of Yoga through his teachings. Jim currently resides in Norfolk, Massachusetts with Judy, his wife of 50+ years.