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Northeast Wealth Management

For more than thirty years, Jim Moniz has been committed to providing financial advice based on recent developments in taxation, the economy, investment results and timely research.Jim Started Northeast Wealth Management with the goal to become the standard of the Wealth Management Industry. Northeast Wealth Management focuses on the needs of high net-worth individuals and successful professionals, tailoring financial programs to help them determine and progress toward their objectives.

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  • Tue 9:00 AM - 4:00 PM
    OPEN NOW
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