CALIFORNIA CONSUMER

We believe in long-term relationships built around trust and honest, open communication. We are a resource for our clients and their families, whether recommending a financial path, or simply answering a pressing question or providing a referral to a local professional, such as a CPA or attorney... *Northeast Planning Associates' roots go back more than 60 years to our insurance agency founded in 1959. We became a Registered Investment Adviser in 2004... Northeast Planning Associates, Inc. has assisted clients with financial services and insurance strategies. Working with individuals, families, and business owners, we provide our clients access to a full range of financial planning and investment services.

Primary location: Yarmouth United States