Dominic M. Lucente
Certified Financial Planner TM
CFP (R), RFC (R)
Bellwether Community Credit Union offers members access to Dominic M. Lucente, a CERTIFIED FINANCIAL PLANNER™ practitioner with Northeast Planning Associates, Inc.
Whether helping a client chart a path to retirement, plan for children’s or grandchildren’s education needs, consolidate and focus investment strategies, or review insurance requirements, Dominic works to construct a well-rounded plan that best suits the client’s financial objectives. He offers a variety of services and investment options, geared to each individual’s personal outlook and aspirations.
Dominic believes in long-term relationships built around trust and honest, open communication. He considers himself a resource for clients and their families, whether recommending a financial path, or simply answering a pressing question or providing a referral to a local professional, such as a CPA or attorney.
Dominic holds the following securities registrations with LPL Financial:
- Series 6 (Limited Securities Representative)
- Series 7 (General Securities Representative)
- Series 24 (General Securities Principal)
- Series 63 (Uniform Securities/Blue Sky Laws)
- Series 65 (Uniform Investor Advisor Law)
Dominic resides in Bow, New Hampshire with his wife Meredith and two sons, Jack and Elliot. He is active in his church and the community (he is on the Budget Committee for Bow), and is also a strong supporter of the arts. In his free time, Dominic enjoys spending time with his family, taking way too many swings on the golf course, and trudging painfully towards joining the Four Thousand Footer Club.
For more information about Dominic and his services, visit his website at www.dlucente.com.
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/SIPC. Insurance products offered through NPA, LPL Financial or its licensed affiliates. The Credit Union, NPA and LPL Financial are not affiliated. The LPL Financial Registered Representatives associated with this site may only discuss or transact securities business with residents of the following states: AZ, FL, MA, ME, NC, NH, NV, OK, SC, and VT.
|Not NCUA Insured||No Credit Union Guarantee||May Lose Value|
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