Northeast Planning Associates, Inc.
Home Page About Us Contact Us
Northeast Logo Financial Services
NPA




New England

Integrated Partners

Northeast Planning Associates, Inc. Advisors are dedicated to working with you to align current offerings with our array of premier services and product solutions. Offering both fee and non-fee based financial planning, our planners have the flexibility to tailor services according to your members' or clients' needs. Here's What Our Advisors Are Committed To Doing For You:

  • Work with all members and clients in a professional manner
  • Maintain regular, agreed-upon office hours
  • Conduct orientation meetings with new and existing staff
  • Devise regular marketing plans in cooperation with your management to promote member services
  • Conduct educational seminars and workshops
  • Conduct individual annual review sessions for all member-clients
  • Attend your credit union's functions and staff meetings

Advisory services offered in AZ,CA,MA,ME,MO,NH,TX and VT through Northeast Planning Associates, Inc. (NPA) a registered investment adviser. Securities and advisory services offered through LPL Financial (LPL), member FINRA/SIPC. NPA and LPL are not affiliated.

The financial professionals associated with this site may only discuss or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, KA, LO, ME, MA, MN, MD, MO, MT, NC, NV, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WI, DC.