For five consecutive years (2018-2023), Gary has been recognized by Forbes Magazine as one of the Best-In-State Wealth Advisors. Those selected for this are assessed on a variety of criteria, including years of experience, community involvement and client retention data.*Gary has also previously appeared in Forbes in their July 2011 issue, where he was called “the entrepreneur’s wealth planner."
Gary was named one of Barron's Top 1,000 Advisors in 2011, 2012, and 2013.** This prestigious recognition ranks the best financial advisors in each of the 50 states.
Gary was recognized in 2010 as one of Registered Rep. Magazine's top 100 financial advisors in America.*** He was the only advisor in New Hampshire to make the listing and only one of ten from across New England.
* The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
** "Top 1000 Advisors in America" by Barron's is based on factors including: assets under management, revenue produced for the firm, quality of practice, regulatory record, and philanthropic work.
*** Registered Rep.’s 2010 ranking was compiled in-house by the magazine. According to Registered Rep., advisors who personally manage at least $150 million in assets with a majority in client accounts were eligible for consideration and were ranked strictly by assets under management.
Caleb Kirby has been a vital part of my financial success. Caleb and his staff make complicated things like College Planning and IRA’s simple and painless.
I so appreciate his advice and guidance, but most important to me is the sense that I was always in control.
"Caleb was there to facilitate my goals and dreams rather than push me into any specific product or fund."
I would highly recommend him to anyone looking for a partner to help achieve their financial goals.
- EVAN S. | YOUNG FAMILY, ESTABLISHED CAREER
It's all about trust! We came to Caleb ~8 years ago via the Dave Ramsey network, after we did not feel great about our previous advisor.
"Caleb uses effective software tools in analyzing your specific set of circumstances, and provides results you can fully understand."
He has also helped us make good life decisions through the years, which has helped a great deal. To top it off he is a very sincere person and just a great person to talk with. We certainly recommend Caleb!
- GREG & LIZ Z. | RECENTLY RETIRED
We are so appreciative of the insight, guidance and tools that working with Caleb of Northeast Planning has provided for our financial goals, including current needs and future planning.
"With user-friendly financial programs, quick response time and reliable contacts for tax and insurance needs, Caleb's expertise has given us confidence and peace with our future plans, needs and goals.”
- DAN & SHANNON S. | APPROACHING RETIREMENT
Caleb was recommended to us by a family member eight years ago, and we have been extremely satisfied with the relationship that has been established.
Caleb guided us in attaining our desired financial outcomes through the development of an individualized plan, tailored to our specific needs and goals.
"He is focused on the changing financial/economic landscape, keeping us informed, providing relevant education and adjustment to strategies to maximize positive results."
We completely trust Caleb. He has given us one on one time and attention and is always available to answer questions or schedule a meeting when needed or requested. We highly recommend and value the quality of the service that he provides.
- JOHN & JANE B. | RETIRED