New England Investment & Retirement Group Expands Client Service Team to Support Growing Financial Planning and Wealth Management Practice
Tara Vary brings 10 years of experience in operational administration to NEIRG.
NORTH ANDOVER, Mass., July 29, 2019 /PRNewswire-PRWeb/ -- New England Investment & Retirement Group (NEIRG), a leading financial and investment advisory services firm, today announces the expansion of the firm's client services team with the addition of Tara Vary in the firm's headquarters in North Andover, MA.
Tara will support NEIRG's growing financial planning and wealth management practice, delivering exceptional client service to new and existing clients. The expansion of the client service team is the latest step in the growth and evolution of the firm's retirement and investment advisory services nationally, as well as in key markets such as South Florida. The firm recently moved to larger office space in Naples to better support its operations and client base in Florida.
As a Client Service Representative, Tara collaborates with the advisory team to ensure a smooth transition for new clients, while helping existing clients with all account service requests including deposits and withdrawals, account inquiries and tax reporting. Tara also works very closely with the firm's advisors to prepare for and follow up after client meetings.
"Ensuring exceptional client service is essential to the success of our firm, particularly as we continue to expand our wealth management and financial planning practice," says Nick Giacoumakis, President and Founder of the firm. "We are pleased to welcome Tara to the NEIRG family. Her operational experience and organizational skills will prove invaluable in our efforts to build well-crafted financial plans for our clients that achieve their unique goals."
Tara has 10 years of experience processing paperwork and providing database management to financial advisory firms. Prior to joining NEIRG Tara worked for Trilogy Financial Services as the Operations Branch Administrator. She earned an interdisciplinary degree in Business, Women Studies and Philosophy from the University of Maine at Farmington. In addition, she recently passed her Series 65 Investment Advisory Licensing exam.
"I'm thrilled to join the client service team at NEIRG. After spending most of my career providing data management support, I'm excited for the opportunity to work directly with clients," comments Tara. "I look forward to witnessing the results of all of the hard work and planning NEIRG accomplishes."
For more information on the NEIRG team and services, visit: http://www.neirg.com
ABOUT NEW ENGLAND INVESTMENT & RETIREMENT GROUP
NEIRG is a financial services firm with locations in the North Shore of Massachusetts and Naples, Florida. For more than 20 years, NEIRG has helped individuals, families and businesses manage their financial assets and resources in order to achieve financial independence and security. With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions as well as tax planning, NEIRG provides a comprehensive and integrated approach to managing and building wealth. NEIRG's team of Certified Financial Planners™ and Chartered Financial Analysts® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment and tax strategy.
SOURCE New England Retirement & Investment Group
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