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Northeast Planning AssociatesFinancial Planners
 Dominic M. Lucente, RFC(R)
(603) 645-8131
dlucente@northeastplanning.com
Dominic M. Lucente, a New Hampshire native, seeks to provide exceptional care and service while helping his clients work toward financial independence through establishing clear goals to help grow and preserve their wealth.
Dominic earned a Bachelors of Science Degree from Maranatha Baptist Bible College in Wisconsin, where he majored in Business Management with a concentration in Finance. He has continued his professional education by completing all coursework at Merrimack College toward his designation as a Certified Financial Planner, and he has done specific coursework on retirement and estate planning towards becoming an LUTC Fellow.
Dominic began his career with Prudential Financial as a registered representative and joined Northeast Planning after several years as an independent advisor for American Portfolios. Dominic holds the following securities licenses with LPL Financial: Series 6 (Variable Contracts Representative); Series 7 (General Securities Representative); Series 24 (General Securities Principal); Series 63 (Uniform Securities/Blue Sky Laws); and Series 65 (Uniform Investor Advisor Law).
As a Financial Planner, Dominic is able to educate his clients to help them prepare to work toward financial independence and then manage their resources after retirement. He does this by focusing on helping build wealth through tax favorable investment strategies that reflect the personal outlook and aspirations of each individual client.
Throughout his career, Dominic has developed the experience to work with his clients to construct a well-rounded plan that best suits their financial objectives. Once the plan is agreed on and put into action he meets with his clients to review their financial situation and ensure the plan is working toward their expectations.
As a financial planner with Northeast Planning Associates, Inc., Dominic is able to develop custom financial plans and provide clients access to stocks, bonds, mutual funds and other investment opportunities which will enable him to implement and fund their individual plans. Dominic works independently and offers his services to Bellwether Community Credit Union members.
Dominic is a resident of Goffstown, New Hampshire where he resides with his wife Meredith and son Jack. He is active in his church and the community and he has run the Drunk Driving Program for the Governor's New Hampshire Highway Safety Agency along with serving as the Town Chair for the Presidential Campaign.
Financial Planners offer advisory services through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, member FINRA/SIPC. Not NCUA Insured, No Credit Union Guarantee, May Lose Value. Bellwether Community Credit Union, NPA and LPL Financial are not affiliated. Branch: 425 Hooksett Road, Manchester, NH 03104 (603) 645-8131. Dominic M. Lucente may only discuss or transact securities business with residents of the following states: NH, MA, AZ, FL, NC, OK & SC.
 Raymond R. Noel, CPWA(R), AIF(R),
RFC(R), CDFATM, MBA, CFS
(603) 595-7526
rnoel@northeastplanning.com
Financial Planning is the art of discerning client needs, aspirations, risks and intentions combined with the science of engineering individual strategies that serve to comprenhensively address those unique purposes.
Raymond R. Noel, CPWA(R), AIF(R), RFC(R), CDFATM, MBA, CFS, has focused both his practice and his educational pursuits on assisting clients manage the life cycle of wealth. Through the utilization of applied concepts in the areas of advanced tax planning, distribution strategies, executive compensation plans, stock options and risk management, he partners with his clients to fulfill their retirement & estate directives, design the most efficient programs for generational wealth transfer and advise them on the prudent execution of their philanthropic intent.
A fervent believer in an unwavering commitment to remaining a student of his profession, Raymond holds a B.S. Degree in Banking from the University of Massachusetts at Lowell and an MBA Degree with Distinction in Quality Management & Continuous Process Improvement from Rivier College in Nashua, NH. Furthermore, he has been awarded the Degree of Distinction from the Institute of Financial Education in Chicago, IL.
In 2008, The Investment Management Consultants Association (IMCA) in partnership with the University of Chicago Graduate School of Business conferred upon Raymond the designation of Certified Private Wealth AdvisorSM. It is the only advanced designation for financial advisors and consultants who work with high net worth clients.
He was further honored by Barron's who named him one of the top 1000 Financial Advisors in the nation for 2009 and 2010*.
Raymond also holds the Registered Financial Consultant, Certified Funds Specialist and Certified Divorce Financial Analyst designations.
Additionally, he was recently awarded the designation of Accredited Investment Fiduciary after completing advanced studies on all components of the Global Fiduciary Standard of Excellence, the tenants of which are foundational in his practice.
His Broker/Dealer affiliation is with the independent firm of LPL Financial where he ranks in the top 2% of all advisors nationally.** He holds securities licenses 6, 7, 24, 63 and 65.
*Factors for ranking includes assets under management, revenue produced for firm, regulatory record and more. For more information, go to www.wcorg.com.
**Based on total production.
Financial Planners offer advisory services through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, member FINRA/SIPC. Not NCUA Insured, No Credit Union Guarantee, May Lose Value. Bellwether Community Credit Union, NPA and LPL Financial are not affiliated. Branch: 409 Amherst Street, Financial Center Level 2, Nashua, NH 03063 ( 603) 595-7526. Raymond R. Noel may only discuss or transact securities business with residents of the following states: NH, MA, ME, AZ, CA, CO, FL, GA, NC, OK, PA, RI, SC, VA, & VT.
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