Broker Check

For more than 60 years, Northeast Planning Associates, Inc. has assisted clients with financial planning, and wealth and investment services. We are dedicated to providing meaningful financial strategies designed to address both short-term and long-term goals, adjusting as necessary when life changes or market fluctuations require a direction change.

Our top priority is to help enhance the lives and financial future of our clients and their families. We work to build long-term relationships based around trust and honest, open communication. We want to be a resource for our clients and their families, whether recommending a financial path or simply answering a pressing question. We look forward to working with you!

The Right Plan <br/><sup>Requires The Right Team</sup>

The Right Plan
Requires The Right Team

Wealth Planners Gary Pelletier and Caleb Kirby collectively have more than 60 years of combined experience helping clients create individualized, comprehensive financial plans.

To assist them, Gary and Caleb have assembled a strong team of in-house professionals, regional support resources, and a recognized national broker/dealer. This gives them a strong foundation and breadth of services, while maintaining the agility of an independent office.

<sup>Process Oriented, Personal Service</sup><br/>How We Help You<br/>

Process Oriented, Personal Service
How We Help You

We begin by listening. What is important to you is important to us. We concentrate on you individually, understanding your current situation and listening to your personal plans and financial objectives.


Building and maintaining your financial plan is an ongoing conversation. Our process reflects that. Your life is constantly changing, and priorities can shift. We are here to help you adapt financially, striving to keep you on the path to the future we've planned for.

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Our Process

Our Process

We follow a strategic five-step financial planning process that allows us to fully understand your current situation and to plan for your ideal financial future.


Our financial planning philosophy ensures that your specific situation and requirements are taken into account. Each step is important to the overall process, and your input and understanding is crucial.

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Our Services

Our Services

Our team has the ability and experience to handle virtually any aspect of your financial situation. From Personal Wealth Planning and Insurance Strategies to 401(k) Plan Design/Administration assistance and Business Succession Planning, we help you navigate your financial life.


Beyond our services, we can work with your professional consultants or provide you with an appropriate referral to a CPA, attorney, or real estate professional.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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