No matter where you are in life, we can help you plan for tomorrow.
At Northeast Planning Associates, Inc., we begin every client relationship with a holistic financial plan based on your goals and dreams for today as well as the future. We are a comprehensive wealth management firm dedicated to providing strategic financial recommendations and customized investment solutions to address the unique concerns of individuals, families, and business owners.
For more than 60 years, we at Northeast Planning Associates, Inc. have been committed to providing a personal high touch client experience to make planning more about people than numbers. Our Newburyport team understands the complexities of family dynamics, and the effect life changing events and personal aspirations have on planning. Our top priority is to help enhance the lives and financial future of those with whom we work and the people they care about. We believe in long-term relationships built on a foundation of our fiduciary capacity, trust, transparency, and honest, open communication.
Our disciplined approach to investing is designed to avoid high-turnover portfolios and seeks low-cost alternatives.
Our advisor team has the knowledge and experience to help put together your financial plan or strategy, and maintain it as life changes occur.
Why are 401(k) plans, annuities, and IRAs so popular?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Are you ready for retirement? Here are five words you should consider.