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New England Retirement Concepts is a team of professionals who offer securities through SagePoint Financial Inc, part of one of the largest Independent Broker Dealer Networks in the country. Our branch, located in Central Massachusetts, consists of a family team of Independent Financial Advisors and some administration staff. We pride ourselves on our great customer service and extensive knowledge in the world of investments. Our team includes three generations of Advisors with over 60 years experience in delivering comprehensive investment services. We are committed to helping our clients improve their long term financial success through plans customized to each individual. We take our time to get to know your current financial situation as well as your goals for the future so that we can provide you with quality advice and guidance along the way.
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Our first priority is for the client and Advisor to get to know one another. It is our belief that the key to a successful working relationship is trust and transparency.
Do you want to know more? Learn about our business model, who we are, and how we will work to help preserve your hard earned money. We want to provide you with information that can allow you to feel secure with your decisions.
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