Northeast Financial Group, Inc.
Denise M. Reichardt is an experienced financial professional with a robust background in sales and administrative support within the banking and financial services industry. Currently serving as a Financial Sales Assistant at Northeast Financial Group, Inc. since December 2019, Denise previously worked as a Sales Analyst for Univest, managing analytics for 43 financial centers. Denise's extensive experience at HSBC spanned multiple roles, including Sr. Administrative Assistant and Project Officer, where responsibilities included supporting senior leadership, conducting business intelligence analysis, and implementing operational systems for over 300 employees. Additionally, Denise held the position of Licensed Branch Relationship Banker and Licensed Client Financial Analyst at Citibank, focusing on client financial analysis and staff training. Educational background includes studies at Golden West College.
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Northeast Financial Group, Inc.
Northeast Financial Group, an independent Registered Investment Advisory firm located in northeast Pennsylvania, has been providing fiduciary based guidance to our clients throughout the United States for over 25 years. Specializing in providing investment consulting to wealthy families and institutions, we utilize an open architecture platform, coupled with full transparency and personalized service. We invest alongside our clients. Our approach fosters a common goal between our clients and ourselves – their success. As an SEC Registered Investment Advisor, we are bound by a fiduciary duty to act in your best interest. Building a special relationship of trust with you, we commit to: - Putting your interests above our own, and acting in your best interests at all times. - Ensuring our advice is based on thorough and accurate analysis, and following an effective due diligence process in reviewing potential investments. - Providing full disclosure of all relevant information to you. - Never mislead clients. For more details about our registration status, business operations, services and fees please see the disclosures on our website listed below or visit the SEC’s website at (www.adviserinfo.gov).