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. Since opening our office in Wrentham in the Fall of 2010, Northeast Financial Strategies has consistently been voted by readers #1 in the Wicked Local Awards in the categories of Accountant, Financial Planner and Insurance Agency. We have also brought home Regional Favorite Awards in the Accountant & Financial Planner categories consistently since 2016.

 

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

800-560-4NFS Extension 14

jeff@nfsnet.com

 
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 University of Maine Presidential Achievement Award. Having grown up in Norfolk, MA, he is also a graduate of King Philip Regional High School in Wrentham, MA. Jeffrey was voted Wrentham’s 2020-2021 Local Businessperson of the Year by local businesses on Alignable.com and won the same award again in 2022.
 
 
 
 
Designations & Licenses
  • Life, Accident and Health Insurance Brokers License
  • Estate Planning Associate (EPA) Designation
  • Certified Estate Planner (CEP) Designation
  • Accredited Tax Preparer (ATP) through ACAT
  • IRS Registered Tax Return Preparer (RTRP)
  • IRS Annual Filing Season Program (AFSP) Record of Completion

Professional Memberships

  • National Institute of Certified Estate Planners (NICEP) Member Since 2002
  • National Association of Tax Professionals (NATP) Member Since 1999
  • Massachusetts/Rhode Island NATP Chapter Board of Directors Since 2006, Secretary Since 2008
  • National Society of Accountants (NSA) Member Since 2002
  • National Society of Tax Professionals (NSTP) Member Since 2015
  • National Ethics Association (NEA) Member Since 2015
  • National Eagle Scout Association (NESA) Life Member Since 1992
  • University of Maine Alumni Association (UMGAA) Life Member Since 1998

Volunteer Activities

  • Wrentham Elementary School Council Member 2016-2021, Co-Chair 2020-2021
  • Wrentham Elementary School Roderick Playground Committee 2018-2021
  • Wrentham Youth Baseball Softball Association Coach 2008-Present
  • Wrentham Youth Baseball Softball Association Treasurer 2011-2014
  • Wrentham Youth Soccer Coach 2008-2012
  • Norfolk American Legion Baseball Post 335 Co-Founder 2001
  • Norfolk American Legion Baseball Post 335 Coach 2001-2005
  • Norfolk Senior Babe Ruth Coach 1994-2000
  • Norfolk Lions Youth Soccer Coach 2011-2014
  • Plainville Little League Baseball Coach 1993
  • King Philip Walpole Youth Hockey Ice Coordinator 2014-2015
  • King Philip Walpole Youth Hockey Treasurer 2015-2020
  • King Philip Walpole Youth Hockey Manager 2014-2017
  • King Philip Walpole Youth Hockey Coach 2018
  • Tri-County Regional Vocational Technical High School Sports Boosters Member 2017-Present
  • Tri-County Regional Vocational Technical High School Sports Boosters Treasurer 2020-Present

 

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, camping, giving back to the community and following his girls from the court to the field and back again.

 

 

Michelle DeSousa, Bookkeeper

800-560-4NFS Extension 10

michelle@nfsnet.com


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 – NFS Founder, Retired

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.