Financial Planning with Northeast Planning Associates

Get sound advice from NPA today. Feel confident about tomorrow.

Comprehensive financial planning with local guidance.

You want to make smart decisions
with your money.

But with so many considerations, and so many options, planning your finances can feel confusing
and overwhelming. Let us help simplify the process.

Northeast Planning Associates (NPA) can offer financial insight and provide access to an array of financial strategies to help you work toward your financial goals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Building and managing wealth

Pursuing a great retirement

Paying for
college

Estate
planning

Providing financial protection for loved ones

Northeast Planning Associates (NPA)

Northeast Planning Associates (NPA)

First, we listen.

NPA will take time to understand your unique financial needs, and your short- and long-term objectives, then provide straightforward recommendations to help you pursue them.

Services for every stage of life:

  • Financial Planning: asset allocation review, tax planning, cash flow analysis, estate planning
  • Qualified Accounts: IRA, SEP, 401(k), 403(b), profit-sharing plans
  • Advisory Accounts: mutual fund wrap accounts, active and passive investment strategies
  • Insurance: life Insurance, annuities, long-term care insurance, disability insurance
  • Investment Programs: mutual funds, stocks, bonds, REITs, variable annuities
  • Educational Accounts: 529 Plans, Educational IRAs, UGMAs, UTMAs
  • Brokerage Services: non-qualified accounts

Talk to an advisor today.

To learn more or to schedule a free
financial consultation with John or
Alex, contact their administrative
assistant Meagan Willett at 800.279.8083
or mwillett@northeastplanning.com.

Learn more
at FinancialPlanningSecurity.com

John Castelot
MRFC®

Alexandre M. Oliveira
CRPC®

Check the background of this firm:

CRPC conferred by College for Financial Planning.

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Alltrust Credit union is not an RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using NPA. These products and services offered through NPA, LPL, or their affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.