Our Firm

In today’s ever-changing investment landscape, it can be difficult to know what financial moves to make. Working with an objective and experienced financial partner can provide the clarity and knowledge needed to make informed decisions and to feel confident in your financial future. At Northeast Planning Associates, we formed our firm to serve in this capacity.

We are an independent firm of financial professionals offering objective advice and recommendations to our clients.  Working with hard working families, couples, and individuals who are approaching or living in retirement, we seek to serve as their trusted guide, helping them understand essential financial elements, such as budgeting, distribution planning, retirement income planning, legacy planning, and more.

We maintain a high level of fiduciary care and objectivity in all that we do. Over the years, our firm has expanded, and we’ve developed strong partnerships with several local credit unions and work with their customers, as well as our own clients. To get started on your financial path, contact us today.