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Robert Hackenberg is the founder and co-principal of Northeast Financial Group Inc. with his business partner Josh Laychock. They serve clientele nationwide from three offices in Pennsylvania including South Whitehall and Wyomissing with their main office located in Tannersville.
NEFG, Inc. is a SEC Registered Investment Advisory Firm providing advice and management to high net worth clientele. The Firm specializes in private wealth management and conservation, along with retirement plan services.
As Accredited Investment Fiduciaries they provide clients with investment management guidance that is grounded in industry best practices to support fiduciary standards of care for their clients. Under their direction, Northeast Financial Group Inc. has been named by the Financial Times as one of the Top 300 Registered Investment Adviser firms nationally for both 2018 and 2019.
LVB: What are some of the things people need to understand about wealth and asset management?
Hackenberg: All of the basic clichs apply - from starting a savings program early, to managing debt.
Individuals need to realize that there is no one item that will create financial success. It is a multitude of items that need to be implemented and continually practiced. Starting with accumulating adequate cash, and working your cash positions to maximize returns no matter how little they may seem. When referencing “cash”, we refer to cash...