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At Northeast Planning Associates, we leverage our experience and knowledge to help you pursue financial independence and retirement confidence. While our experiences and backgrounds are diverse, we all share a common passion for helping people.

Meet our team of caring professionals, based in Fairhaven, Massachusetts:


John Castelot believes that independence means understanding that each client’s needs are unique, and that not every client’s goals can be achieved with a single provider of financial products.

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Meagan Willett

Administrative Assistant



Meagan Willett has been at Northeast Planning since June 2015, working hard to maintain and foster relationships with clients.

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