Broker Check

Team

At Northeast Planning Associates, Inc., our goal is helping our clients work towards theirs. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners. For more than 50 years, we have provided our clients with access to a full range of financial services, strategies, and solutions. 

Please click a team member name below for their full biography.

 

Advisor Team

Ryan J. Smith, CFP®

 

Financial Planner

(978) 465-1483

ryan.j.smith@lpl.com

Ryan J. Smith is a CERTIFIED FINANCIAL PLANNER(TM) practitioner dedicated to serving the investment and financial needs of his clients, offering objective financial planning advice and access to a wide variety of products and services.

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Zachary M. Longley MBA, RFC®

Financial Planner

(978) 465-1483

Zachary M. Longley is an independent, fee-based investment, tax and financial opportunity specialist dedicated to providing common sense strategies to today’s complex financial issues.

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Zachary F. Longley AIF®, RFC®

Financial Planner

(978) 465-1483

Zachary F. Longley is an independent, investment, tax, and financial opportunity specialist dedicated to providing common sense strategies to today’s complex financial issues.
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Matthew H. Eaton, CLU, ChFC, CFP®

Research Director

(603) 471-0900

Matthew H. Eaton, CLU, ChFC, CFP®, has been with us for more than 30 years. In his role as Research Director, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits.
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Anna-Marie Smith, CLU, ChFC, CFP®

Financial Planner

(603) 471-0900

Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, has been with us for 20 years. Marie helps create detailed financial plans for our clients, leveraging her extensive experience and state of the art financial planning software.
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Andrew Doughty, CFP®

Research Associate

(603) 471-0900

Andrew T. Doughty, CFP®, joined Northeast Planning Associates in 2013 after five years supporting successful financial advisors in Massachusetts and Florida. He brings great knowledge and a thorough understanding of both the...
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