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Northeast Advisers is an independent Investment Adviser registered with the United States Securities and Exchange Commission. We are a Fiduciary and place our clients' best interests first. We develop investment strategies designed to meet our clients' goals. We strive to implement investment strategies using a "best of breed" approach, and our client portfolios typically include select no-load mutual funds. We also use individual securities and socially responsible investments, when appropriate. Our advisory relationships are initiated by referrals from professionals as well as existing clients. We will work closely with your other advisors, with your approval. Our diverse client base includes individuals and families, as well as institutions such as foundations, corporations and retirement plans. NAI also does business as JK Financial Advisory Services and also as Zinn Advisers. NAI uses the D/B/As only for purposes of marketing its services.

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Northeast Advisers Inc Questions

The Northeast Advisers Inc annual revenue was $654000 in 2023.

1 people are employed at Northeast Advisers Inc.

Northeast Advisers Inc is based in Paoli, Pennsylvania.

The NAICS codes for Northeast Advisers Inc are [5239, 523, 52, 52393].

The SIC codes for Northeast Advisers Inc are [628, 62].

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