Timothy Brisson
Financial Planner at Northeast Planning Associates
Based in Burlington, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Burlington
Industry
Financial Services
Company size
83
Contact information
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t•••••••@northeastplanning.com
Phone
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Background
About Timothy Brisson
I help good people make informed decisions about their investments, insurance and financial planning to better their situation. I have been in business for 31 years. I am a Chartered Financial Consultant, Chartered Life Underwriter, a Certified Funds Specialist and a Life Underwriter Training Consultant Fellow. I am Series 6, 7, and 63 registered with LPL Financial, the largest independent broker-dealer in the U.S. as reported by Financial Planning magazine, June 1996-2020, based on total revenue. I also hold the Series 65 with LPL Financial and Northeast Planning Associates. Specialties: Retirement and Financial Planning, Investments, 401(k) and IRA rollover services, small business owners, life, disability and long-term care insurance, higher education funding/savings, working with widows, divorcees and single parents.
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