Additional Information

  • Categories: Financial Service Organizations, Wills & Estate Planning Lawyers
  • Products: College Planning, Estate Planning, Retirement, Wealth Management

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 04:00 PM
    Tuesday
    09:00 AM - 04:00 PM
    Wednesday
    09:00 AM - 04:00 PM
    Thursday
    09:00 AM - 04:00 PM
    Friday
    09:00 AM - 04:00 PM
    Saturday
    Closed

About Us

  • For more than thirty years, Jim Moniz has been committed to providing financial advice based on recent developments in taxation, the economy, investment results and timely research.Jim Started Northeast Wealth Management with the goal to become the standard of the Wealth Management Industry. Northeast Wealth Management focuses on the needs of high net-worth individuals and successful professionals, tailoring financial programs to help them determine and progress toward their objectives.