As an independent financial planning professional, I offer an objective and unbiased financial planning and investment advisory environment for my clients. In an ever changing investment landscape, investors are seeking a professional and experienced partner who can guide them through the intricacies of investing and financial planning. My commitment to my clients is to be their resource for objective advice for accumulating and managing personal wealth.
For more than 50 years, the independent financial planners at Northeast Planning Associates have provided clients with access to a full range of financial services and investment products. Northeast Planning Associates, Inc. has built its reputation of trust and integrity by helping each client pursue and maintain a healthy financial life. A comprehensive financial plan begins with each client outlining that which is in their own best interests. This allows me, the planner, to develop a strategy that thoroughly encompasses the goals and objectives of the client with careful consideration of their risk tolerance.
- Personal approach to financial planning
- Member of a prestigious firm with more than 50 years industry experience
- Independent, unbiased investment advisory services
The advisers at Northeast Planning Associates, Inc are affiliated with LPL Financial, the largest independent broker dealer in the country.* Being an independent financial adviser requires the experience and dedication necessary to build a successful, self directed practice. This allows me to concentrate my efforts on the aspects of financial planning where I can be of the greatest help to you, the client. We are able to provide access to a broad scope of investment offerings and unbiased investment recommendations because we offer no proprietary products.
Our reputation for trust and integrity is the foundation on which we build our relationships. Our success is measured by the level of financial independence achieved by our clients. With your financial integrity being our highest priority, let us help you to work towards your long-term goals. Northeast Planning Associates, Inc. - Encompassing Your Financial Future.
- Comprehensive financial planning
- Reputation built on service, trust and integrity
- Partnering with the largest independent broker dealer in the country
*As reported in Financial Planning magazine, June 1996-2015, based on total revenue.