Small Business Owners

Over 28 million strong, Small Business is truly the backbone of American success.

As a business that’s achieved success by providing superior products and services, you know the value of focus, experience and being the best at what you do. At NEFG, we do too – and our greatest privilege is to help clients like you increase the rewards of your efforts.

As an independent firm, we at NEFG fully understand the challenges that face small business owners. We will get to know you and your business, and then recommend investment and risk management solutions for your needs.

When you work with our team to protect, preserve and grow your assets, you’ll understand why many small business owners have chosen to do so. Dedicated to becoming a trusted fiduciary partner with our clients, our relationship is founded on personalized service and a focus on achieving the best financial outcomes.

NEFG Small Business Services include:

  • Asset Management
  • Retirement Plans
  • Deferred Compensation Plans
  • Insured Buy – Sell Agreements
  • Key Man Insurance

Contact us today to discuss financial options for your small business.