Advisor at Northeastern Financial Consultants, Inc.
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Firm
Northeastern Financial Consultants, Inc.
Location
South Abington Township, PA 18411
Credentials
Series 63, Series 65
Industry experience
21 years
Mary Jule Roginski is a financial advisor with Northeastern Financial Consultants, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. She has been with Northeastern Financial Consultants since 2011. Northeastern Financial Consultants serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations with fee-only investment advisory services and financial planning. The firm primarily provides non-discretionary portfolio management using fundamental analysis across various asset classes, including equities, fixed income, mutual funds, and ETFs.
Based on Northeastern Financial Consultants, Inc.
Based on Northeastern Financial Consultants, Inc.
Negotiable fixed fees for stand-alone financial planning services; typically half paid in advance, remainder upon delivery
$1 - $999,999: 1.25% $1,000,000 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.65% $3,000,000+: Negotiable
$250 to $500 per hour for consulting services
Account minimum: $250,000 Fee-only: Fee-only basis for investment advisory services; no commissions received.
3 Abington Executive Park, Suite 1
South Abington Township, PA 18411
Pennsylvania · Texas
Northeastern Financial Consultants, Inc.
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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