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 38R Merrimac Street, Newburyport, MA  01950  |  978.462.6680  |  info@newburyportchamber.org


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Northeast Planning Associates Inc. & LPL Financial

  • Financial Advisors and Services
37 1/2 Forrester Street
The Professional Building
Newburyport, MA 01950-1957
(978) 465-1483
(978) 463-0027 (fax)
Hours:
8 a.m.-4 p.m.

About Us

Helping individuals & families make smart investment, financial & life changing decisions. We take the mystery & concern out of retirement planning & help clients implement strategies that are read more
  • About

    Helping individuals & families make smart investment, financial & life changing decisions. We take the mystery & concern out of retirement planning & help clients implement strategies that are sometimes counter intuitive, but may lead to financial independence.

    For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products. We understand the complexities of personal financial planning, helping our clients to develop a comprehensive financial plan that addresses all aspects of your financial future: funding college for your children, planning for your ideal retirement scenario, the possibility of financial assistance to parents in declining years, purchasing a vacation home, and so on.

    If you are considering your financial future, have questions about how best to reach your retirement goals, or would like a second opinion on your current financial plan, contact us today to start the process.

    Financial Planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA (www.finra.org)/SIPC (www.sipc.org) . NPA and LPL Financial are not affiliated.

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  • Whom to Contact

    • Mr. Zachary M Longley, MBA, RFC®.
      Advisor
      Phone: (978) 465-1483
      Fax: (978) 463-0027
    • Ryan Smith, CFP®.
      Advisor
      Phone: (978) 465-1483
      Fax: (978) 463-0027
    • Harold Wiksten, RFC, CAS, ChFEBC
      Advisor
      Phone: (978) 465-1483
      Fax: (978) 463-0027