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Bellwether Community Credit Union Go to main content

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Northeast Planning Associates, Inc

Planning Services

  • Asset Allocation Review
  • Asset Protection Strategies
  • Business Planning
  • Estate Tax Planning
  • Executive Deferred Compensation Plans
  • Inflation Hedging Strategies
  • Philanthropic Wealth Distribution Strategies
  • Retirement & Estate Planning
  • Stock Option Management
  • Wealth Management & Distribution Strategies

Portfolio Offerings

  • Alternative/Non-Correlated Investments
  • Bonds & Managed Bond Portfolios
  • Cash Alternatives
  • Equities & Managed Equity Portfolios
  • Fixed & Variable Insurance Products
  • Managed Futures
  • Non-Traded REITS
  • Unit Investment Trusts (UIT's)
  • 529 Plans
  • 401k Plans

Strategic Partnerships*

  • Accounting & Bookkeeping
  • Business Valuation
  • Legal
  • Payroll Services

Do you want to know more? Call us at 888.899.0651!

*Upon request, we will refer you to one of our strategic partners. The services they provide are not affiliated with, nor endorsed by, Raymond Noel & Associates or LPL Financial

Financial Planner offers 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. The Credit Union, NPA and LPL Financial are not affiliated.

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