In the News
September 21, 2004
For Release: Immediate
Contact: Jennifer Ramsell, 603.627.9600
Northeast Planning Associates Named Registered Investment Advisor
Bedford, NH - Northeast Planning Associates, Inc. recently became registered as a Registered Investment Advisor (RIA) within the State of New Hampshire. Having achieved RIA status, the Bedford, New Hampshire-based financial services firm can now provide an increased number of services to its clients; therefore affording more flexibility for its financial planners.
In addition to offering more services, Northeast Planning Associates' financial planners are now authorized to provide financial services by way of the client's choice of an hourly consultation, annual retainer fee or a fixed plan fee. While most clients may be best served with a comprehensive planning agreement, other clients may only need a specific investment review or narrow planning analysis, such as education or retirement planning.
"As a Registered Investment Advisor, Northeast Planning Associates has the option to operate on an a la carte basis in the event that a comprehensive package is not what a client is looking for. It essentially enables us to do business with our clients their way," said Ed Hiers, President of Northeast Planning Associates.
Northeast Planning Associates was established in 1958. Today, the firm operates 31 office locations and has 139 associates, staff and financial advisors who service individuals, business owners and professionals throughout New Hampshire, Vermont (pending RIA registration), Massachusetts, and Maine. Headquartered in Bedford, New Hampshire at 43 Constitution Drive, Northeast Planning Associates is a Registered Investment Advisor providing financial planning services and investment analysis. For more information, please call 1-800-255-8452. 04-25
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