Broker Check

Our Strategic Partners

Client Centered

Northeast Planning Associates, Inc. (NPA) is a registered investment adviser and financial planning firm encompassing more than 75 financial advisors in 45+ offices throughout New England.

NPA provides services and support to independent practices like ours, giving us expanded financial planning and back office resources, and providing clients access to a full range of services and products. Our relationship with NPA is a testament to our commitment to client satisfaction and to our interest in ongoing professional improvement.

LPL Financial is our broker/dealer, overseeing compliance and the transactional side of our business. The founders of LPL Financial had a pioneering vision: to create a refreshingly personal alternative to Wall Street firms and an environment where you receive independent advice that is solely focused on your goals. LPL Financial helps advisors to reduce the complexity of running a financial services practice, so we can help you work toward your financial goals and pursue your dreams.

LPL By the Numbers

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