Northeast Planning Associates
At Northeast Planning Associates, Inc, our goal is helping our clients work towards theirs. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners. 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. For a list of states in which we are registered to do business, please visit Securities offered through LPL Financial, Member SIPC Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
68
available on Kipplo
LinkedIn employees
83
51 to 200 range
Open roles
—
no listings
Distinct roles
41
indexed titles
Tech stack
1
tools in use
Monthly traffic
88
organic / mo
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Decision-makers and verified team members
68 contacts with verified email or phone · masked until revealed.
- AK
Andrew Kirk
Wealth Advisor · Finance & Accounting
EmailPhone - TJ
Tracy Jean
Virtual Administrative Assistant · General Business & Management
EmailPhone - BH
Bryan Harms
Director of Marketing · Advertising & Marketing
EmailPhone - CF
Carole Fiorentino
Director of Medical Client Services · Other
EmailPhone - EC
Eliscia Cassavaugh
Executive Assistant Director of Operations · General Business & Management
EmailPhone - VG
Valerie Gentilhomme
Director of Operations · Operations
EmailPhone - EK
Erin Kelly
Health Administrator · Healthcare & Human Services
EmailPhone - JA
Jillyan Argiro
Marketing Manager · Advertising & Marketing
EmailPhone - MA
Megan Ayers
Creative Lead · Advertising & Marketing
EmailPhone
Showing 9 of 68 verified contacts
Top roles at Northeast Planning Associates
41 distinct titles indexed · top 10 shown.
- 13financial planner
- 8financial advisor
- 3administrative assistant
- 2certified financial planner tm
- 2certified financial plannertm practitioner
- 2director of operations
- 2executive assistant
- 2executive assistant director of operations
- 2wealth planner
- 1administrative asst
- +31more titles
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