Our practice is part of the Northeast Planning Associates network, providing us extensive support, resources, and experience, which in turn helps us better serve you.
Established in 1958, Northeast Planning Associates has been serving the needs of financial advisors and their clients for more than 50 years, providing access to a full range of financial services and investment products. NPA provides advisors with an extensive support base of key practice resources. Through their specialized approach, advisors can focus their attention on serving clients, while taking advantage of support services that can help grow their business, improve practice management, retain clients, maintain compliance standards, and plan for the future of their practice.
Northeast Planning Associates encompasses more than 75 financial advisors and a growing number of integrated partners including certified public accountants, attorneys, and financial institutions. Currently, there are more than 30 offices throughout New England.
Northeast Planning Associates has built its reputation of trust and integrity by helping each client pursue and maintain a healthy financial life. John Castelot’s affiliation with the firm has been a key factor in our practice’s growth as an independent financial services firm.
Learn more about Northeast Planning Associates by visiting http://www.northeastplanning.com.