No matter where you are in life, we can help you plan for tomorrow.
At Northeast Planning Associates, Inc. we advise clients that have complex financial and estate planning issues that require individual and unique strategies. We want to give our clients the opportunity to prioritize and focus on what is most important to them, engaging them in a comprehensive financial planning process that accurately unites their money with their lives. Our services seek to protect the new and existing assets our clients have acquired over their lifetimes.
Life has become more complex and challenging than ever. Many are pressed or overwhelmed by the increasing demands of managing finances while maintaining a family and/or pursuing their career. Add in major life transitions (marriage, inheritance, career change, birth of a child/grandchild, buying a vacation home, and so on) and quickly it becomes apparent we could all benefit from someone's help determine our financial options and to chart a path to the life and retirement we deserve. Northeast Planning Associates is for people like you whose next important decision is how to live the rest of their lives.
Andrew has nearly 15 years of financial planning experience, working with clients locally in Waltham, MA and throughout New England.
Andrew and his team provide clients with a financial planning and investment services and access to a wide array of investment and insurance products..
Andrew's client service team has the knowledge and experience to help put together your financial plan or strategy and maintain it as life changes occur.
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Let's begin the conversation!