Northeast Planning Associates, Inc.
Northeast Planning Associates, Inc. (CRD# 131406) is a financial advisory firm headquartered in Bedford, NH. They manage $301,435,475 in 1,318 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management301MILLION
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Total Number of Accounts1,318ACCOUNTS
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Average Account Value$228,707
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, DE, FL, MA, ME, NH, NY, RI, TX, VT
Donald Burnham (CRD# 838833) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bedford, NH and has over 43 years of experience in the finance industry.
Craig Grover (CRD# 4573502) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bedford, NH and has over 18 years of experience in the finance industry.
Thomas Harnish (CRD# 4315606) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bedford, NH and has over 16 years of experience in the finance industry.