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.
Jeff currently resides in Wrentham, Massachusetts, with his wife Dawn, daughters Camden, Callie, & Neila. In his spare time he enjoys coaching youth sports, and giving back to the community.
James J. Schweitzer, MBA, CLU, ChFC
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. He has been in the financial services industry since 1975.
In 1988, Jim Schweitzer formed Northeast Financial Strategies, a firm specializing in comprehensive individual and business financial services. Jim was awarded the Chartered Life Underwriter (CLU) designation in 1980 & the Chartered Financial Consultant (ChFC) designation in 1987. Professional licenses have included NASD Series 7 (general securities representative), Series 24 (general securities principal), Series 63 (uniform securities agent), Certified Financial Planner (CFP), and variable annuity, life and health insurance.
Enjoying his semi-retirment since September of 2016, Jim’s hobbies include sailing on his yacht “Papillion”, spending time with his three granddaughters or sharing his knowledge and wisdom of Yoga through his teachings. Jim currently resides in Norfolk, Massachusetts with Judy, his wife of 40+ years
After attending the The Maine Business School at the University of Maine at Orono, Dawn spent 8 years working in the banking, insurance and mortgage industries. In November of 2004, she became the full-time in-house payroll specialist for Northeast Financial Strategies and performs all aspects of payroll support for our small business clients.
Dawn grew up in South Berwick, Maine and currently lives in Wrentham with her husband Jeff and their three girls, Camden, Callie & Neila.
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.