Northeast Financial Strategies

Specialties

Financial Planning, Investments, Insurance, Accounting, Payroll & Income Tax Preparation for Small Business & Individuals — «Financial Strategies That Fit YOUR Needs»

History

Established in 1975.

35+ Year History

Meet the Business Owner

Jeffrey S.

Business Owner

Mr. Schweitzer 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.

Mr. Schweitzer 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. He is a member of the National Institute of Certified Estate Planners, the National Association of Tax Professionals, the Massachusetts/​Rhode Island NATP Chapter, as well as elected Secretary of the Board of Directors of the MA/​RI NATP Chapter, the National Society of Accountants, the National Notary Association, a life member of the National Eagle Scout Association & a life member of the UMaine Alumni Assoc.