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Northeast Financial Consultants, Inc.
Multifamily office listing in Westport, Connecticut, United States.
Overview
Northeast Financial Consultants is a multi-family office founded in 1983. It provides investment advice, tax and estate planning, tax preparation, advice on life and casualty insurance, and charitable giving advice. It also acts as executor and trustee. Investment interests include funds of funds targeting long-term, risk-adjusted growth.
Services
- Investment advice
- Tax planning
- Estate planning
- Tax preparation
- Life and casualty insurance advice
- Charitable giving advice
- Executor services
- Trustee services
Location
See more firms in Connecticut and Westport.
Sources and last checked
- Northeast Financial Consultants, Inc. website, nfc-westport.com, checked October 21, 2026
- Family Office Club research database, 2026 edition
Last checked October 21, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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