Advisors at this firm
Sarah C
Series 65
Paoli, PA
Northeast Advisers, Inc.
Sarah Cardamone is a financial advisor at Northeast Advisers, Inc. with four years of industry experience. She holds a Series 65 designation and has prior work experience in professional soccer organizations, including the United Soccer League and Charleston Battery. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a structured advisory process and employs a primarily non-discretionary model, utilizing a “best of breed” approach that includes no-load mutual funds, ETFs, and individual securities.
John D
Series 63, Series 65
Paoli, PA
Northeast Advisers, Inc.
John Devine is a financial advisor at Northeast Advisers, Inc. in Paoli, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Northeast Advisers since 2000. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a four-step advisory process and offers primarily non-discretionary services, using a best-of-breed approach that includes no-load mutual funds, ETFs, and individual securities.
Eric B
CFP®
Paoli, PA
Northeast Advisers, Inc.
Eric Bleiler is a CFP® professional with eight years of experience in the financial advisory industry. He is currently affiliated with Northeast Advisers, Inc. and also manages an accounting and tax business, Eric J Bleiler, CPA & Co., LLC. Prior to this, he worked at Jones Kohanski & Co, PC for 15 years. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser serving individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm follows a non-discretionary investment approach based on a written Statement of Investment Policy and a structured four-step advisory process.
Rebecca P
CFP®, Series 65
Paoli, PA
Northeast Advisers, Inc.
Rebecca Proetto is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She has been with Northeast Advisers, Inc. since 2015, where she is part of a four-advisor team based in Paoli, PA. Northeast Advisers, Inc. is an independent, fee-only registered investment adviser managing over $576 million in client assets. The firm serves individuals, retirement plan sponsors, trusts, estates, charitable organizations, and corporations, employing a non-discretionary investment approach guided by a written Statement of Investment Policy and a structured advisory process.
