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