Northeast Financial Strategies Inc. on TaxProfessionals.com

Northeast Financial Strategies Inc. is a financial services organization with highly trained professionals working together to provide products and services to individuals & business owners. We are dedicated to problem solving which is reflected in our diversified portfolio of resources. We offer Financial & Estate Planning, Investments, Insurance, Accounting, Payroll, Income Tax Preparation, & Notary Public Services for Individuals & Small Businesses. We also have a network of trusted attorneys, realtors, bankers and mortgage advisors we work with regularly. Since opening our office in Wrentham in the Fall of 2010, Northeast Financial Strategies has consistently been voted by readers #1 in the Wicked Local Awards in the categories of Accountant, Financial Planner and Insurance Agency. We have also brought home Regional Favorite Awards in the Accountant & Financial Planner categories consistently since 2016.

Jeffrey Schweitzer, President, joined Northeast Financial Strategies in January of 1998 after graduating from The Maine Business School at the University of Maine at Orono in December of 1997. He graduated with a Bachelor of Science degree in Business Administration and a Management Concentration and was awarded the University of Maine Presidential Achievement Award. Having grown up in Norfolk, MA, he is also a graduate of King Philip Regional High School in Wrentham, MA. Jeffrey was voted Wrentham’s 2020-2021 Local Businessperson of the Year by local businesses on Alignable.com and won the same award again in 2022, 2023 and 2024.

Designations & Licenses

Life, Accident and Health Insurance Brokers License
Estate Planning Associate (EPA) Designation
Certified Estate Planner (CEP) Designation
Accredited Tax Preparer (ATP) through ACAT
IRS Registered Tax Return Preparer (RTRP)
IRS Annual Filing Season Program (AFSP) Record of Completion

Professional Memberships

National Institute of Certified Estate Planners (NICEP) Member Since 2002
National Association of Tax Professionals (NATP) Member Since 1999
Massachusetts/Rhode Island NATP Chapter Board of Directors Since 2006, Secretary Since 2008
National Society of Accountants (NSA) Member Since 2002
National Society of Tax Professionals (NSTP) Member Since 2015
National Ethics Association (NEA) Member Since 2015
National Eagle Scout Association (NESA) Life Member Since 1992
University of Maine Alumni Association (UMGAA) Life Member Since 1998

Volunteer Activities

MA Stars Fastpitch 14U Club Softball Coach 2023-Present
Stars National Softball Massachusetts State Director 2023-Present
Tri-County Regional Vocational Technical High School Sports Boosters Member 2017-Present
Tri-County Regional Vocational Technical High School Sports Boosters Treasurer 2020-Present
Tri-County Municipal Ballot Committee Treasurer 2023
SkillsUSA Massachusetts State Competition Judge 2023-Present
Wrentham Elementary School Council Member 2016-2021, Co-Chair 2020-2021
Wrentham Elementary School Roderick Playground Committee 2018-2021
Wrentham Youth Baseball Softball Association Coach 2008-2023
Wrentham Youth Baseball Softball Association Treasurer 2011-2014
Wrentham Youth Soccer Coach 2008-2012
Norfolk American Legion Baseball Post 335 Co-Founder 2001
Norfolk American Legion Baseball Post 335 Coach 2001-2005
Norfolk Senior Babe Ruth Coach 1994-2000
Norfolk Lions Youth Soccer Coach 2011-2014
Plainville Little League Baseball Coach 1993
King Philip Walpole Youth Hockey Ice Coordinator 2014-2015
King Philip Walpole Youth Hockey Treasurer 2015-2020
King Philip Walpole Youth Hockey Manager 2014-2017
King Philip Walpole Youth Hockey Coach 2018
BNB Rox 14U Club Softball Coach 2022-2023

Northeast Financial Strategies Inc.

Contact Details

Professional Background

About Northeast Financial Strategies Inc.

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